CworksPlus User Guide
CworksPlus User Guide
CworksPlus User Guide
Manual
PL US ver sion
CWORKS
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CWorks Plus User Guide
3. ASSETS .............................................................................................................................................51
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4. LOCATION ......................................................................................................................................67
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6. EMPLOYEE ....................................................................................................................................112
7. MATERIAL .....................................................................................................................................118
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7.14 HOW TO ADD AND VIEW NEW SUPPLIER/VENDOR LIST IN THE MATERIAL? ................131
7.15 HOW TO ADD AND VIEW ATTRIBUTE GROUP? ..................................................................131
7.16 HOW TO SEARCH PARTS BY LOCATION OR BY PART NUMBER? ......................................132
7.17 HOW TO GENERATE MATERIAL REPORTS? .........................................................................132
9. ADMINISTRATIVE ....................................................................................................................148
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14.1 INTRODUCTION......................................................................................................................227
14.2 HOW TO LAUNCH THE REPORT GENERATOR? ....................................................................227
14.3 CRITERIA NO.1 .....................................................................................................................228
14.3.1 Screen Details .................................................................................................228
14.3.2 Specifying Report Parameters ..................................................................229
14.4 CRITERIA NO.2 .....................................................................................................................232
14.4.1 Screen Details .................................................................................................232
14.5 GENERATING REPORT WITH DATE RANGE ...........................................................................233
14.6 SAVING THE REPORTS ..........................................................................................................234
14.6.1 Screen Details .................................................................................................234
14.7 QUERIES MODIFICATION ......................................................................................................236
14.7.1 Screen Details .................................................................................................236
14.7.2 Modifying the Query .....................................................................................237
14.8 STATISTIC REPORT BY WORK TYPE ....................................................................................238
14.8.1 Creating Statistics Charts/Graph .............................................................239
15.1 INTRODUCTION......................................................................................................................242
15.2 CREATING AN ARCHIVE DATABASE FILE .............................................................................242
15.3 CREATING THE ARCHIVE FILE ..............................................................................................243
15.4 ARCHIVING WORK ORDERS .................................................................................................245
15.4.1 Restoring Archived Work Orders .............................................................246
15.5 VIEWING THE AUDIT TRAIL .................................................................................................247
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1. What Is CWorks?
CWorks is a computerized maintenance management system, which delivers various
benefits to organizations by delivering information to maintenance engineers and
managers. These benefits include:
• Easy analysis of work order status.
• Simplified management decisions with the availability of equipment
maintenance history.
• Simplified and documented process for Supplier Management.
• Readily available equipment preventive maintenance schedules.
• Automatically generated preventive maintenance work orders.
• Efficient and time-saving maintenance activities with CWorks’s centralized
database and communication.
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• Use it to store information about the things you maintain (e.g., equipment or
locations) and the resources used to maintain them (e.g., labor and parts.)
• Use it to assign and schedule maintenance on your facility using the stored
information.
• Most importantly, use it to track the history and cost of maintenance
performed on your facility.
1. Gather information about your maintenance facility based on the Masters list
required by the system. For examples assets, locations and etc.
2. Organize your assets according to a hierarchical structure if required.
3. Enter your basic data into CWorks. You do not have to set everything up at
once, but certain information must be entered before you can issue a work
order.
4. Other information can be added on as you use CWorks.
5. Now you are ready to use CWorks to manage your maintenance.
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The work order module provides the ability to view and manage all
maintenance activities. It provides an accurate basis for work order
costing, analysis and management of site activities. The work order
module is integrated with the Planned Maintenance module in order to
integrate scheduled preventive maintenance work with ad-hoc
breakdown work. Work orders can also be raised for non-asset
activities, such as changing a light bulb, repairing a leaking roof or
plumbing problems. The module enables the capture of all Material
used and labour costs and utilization.
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1.3.2.2 Assets
The Asset module provides the facility to record and manage your
organization’s assets. It stores data on every asset that you want to
maintain a record of maintenance activities. The following screens are
available in the Asset module;
• Asset List Summary
• Current Asset Register
• New Asset Registration
• Parts List – Spare parts for the selected asset can be itemized
in this section.
• Additional Info. – Information about the registered asset can be
listed in this section.
• Relationship – Enables an asset tree to be built using the
parent-child relationship.
• Work Order History – List of all work orders opened on an
asset.
1.3.2.3 Location
The Location module provides the facility to record and manage your
facility’s physical locations. It stores data on every location that you
want to maintain a record of maintenance activities. The following
screens are available in the Location Register;
Location List Summary
Current Location Register
New Location Registration
1.3.2.4 Preventive
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1.3.2.5 Employee
The employee module provides the facility to record and manage your
employee data. It stores data for every personnel employed in your
company and records maintenance activities performed by employee.
You can also view assets for which an employee is authorized/trained
to operate and maintain.
1.3.2.6 Material
The Material module provides the tool for managing all spare parts and
consumables, which make up the maintenance program. It is Material
Management System, which controls and documents the transactions
of spare parts and consumables (or stock items) within a store. The
Material module aids maintenance departments in identifying;
• The type of spare parts and consumables available in the store.
• The balance quantity of spare parts and consumables.
• Total cost of holding stock and of individual stock items.
• The location of individual stock items.
• Shortage of stock items and re-order quantities.
The Material module is integrated with the Work Order module to
provide parts and consumable usage and cost for individuals work
orders. A set of reports are available in the Material module.
The work request module provides you with the ability to request
for work to be done on a particular asset or location.
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1.3.2.9 Reports
1.3.2.10 Masters
1.3.2.11 Administration
1.3.2.13 Exit
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Upon launching the CWorks application file, the screen below would pop-up.
The system will automatically refresh the database link. To change the
database, refer to How To Change The Database Source File.
1. For first time access enter the following UserID and Password;
UserID: admin
Password: admin
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WORK ORDER
MODULE
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2. Work Orders
Work orders are written records of maintenance activities. They are used to
assign maintenance to the areas and equipment that make up your
maintenance program.
Creating work orders for all your maintenance activities is the key to an
efficient maintenance program.
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Click icon on the Main Menu page (see Figure 1). The Work Order List
page (as seen below) will be displayed. The list view column can be
rearranged to the users choice.
Click the “New WorkOrder” button. This will bring you to a blank Work Order
form as shown in Figure 6. A New Work Order screen can also be activated in
the Current Work Order screen by clicking the same button.
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Upon activation of the New Work Order screen, the Work Order # will display
000000000. Only upon saving the work order the system will generate a work
order number.
1 2
1. Fill up all the fields in the first section. Fields are described below:
Fields Description
Work Order # Automatically generated by the system upon saving the
record.
Received Date/Time System date and time.
Work Status System defaults status to "Open". The current work order
status describes which stage the work is in.
Problem Description Describe the details of the problem for this particular work
order.
Required Date Enter a required date and time if applicable.
Work Type Select a work type for the work order. Additional work types
can be defined in the Master module (Miscellaneous – Work
Type.)
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Fields Description
Work Priority Define the level of urgency assigned to a particular job. This
data is set in the Master module. The system-default data
are as follows. They can be added but cannot be removed.
Normal, Urgent, Emergency, Routine, Safety
PM No. Identifier of the PM Schedule master record.
PM Task No. Identifier of the PM Task master record.
• Fill up all the fields in the Employee/Requester Information section. Fields are
described below:
Fields Description
Emp/Req. Name Select the person who requested for the work order /service from
the list. The person could be an employee of the organisation or a
customer to the organisation.
Users can also view a list of employees/requesters, obtain details,
amend current employees/requester data and add a new
employee/requester into the master database by clicking on this
• Fill up all the fields in the Asset/Location Information section. Fields are
described below:
Fields Description
Location No Select the location where the problem is originating from. Work
orders can be created based just on a location.
Asset No There are two methods to select the asset. See “How To Select
Asset Number”
Asset Status Default based on data set in asset master. This field describes the
status of the asset.
Warranty/Contract Default based on data set in asset master. This field specifies
whether the asset maintenance is under warranty or contract.
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Fields Description
Auth Employee Employee given rights and accountability to the asset, populated
based on the asset chosen, where the information is set during
asset registration
Warranty Expiry Date Default based on data set in asset master. This is the warranty
expiry date.
Notes to Technician Asset (See Figure 9)
Default based on data set in asset and line master. Field is used to
describe additional important information pertaining to the asset.
Location (See Figure 10)
Default based on data set in asset master. Field is used to describe
additional important information pertaining to the location.
Created By Defaults to the log-in person who created the work order.
Work Order Trade Trade or section that is primarily responsible for the work.
This data is set in the Misc.- masters.
Click on this button to save any changes
Click on this button to close the screen without saving the record
2.3.1.1 Method 1:
Filter the asset list according to Location No. by selecting a Location No. The
Asset No. list will only display assets in the selected location.
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2.3.1.2 Method 2:
Open the asset tree by clicking . Browse the asset tree and click on
the required asset. Click the “Add to WO/WR” button to select the asset for
the work request.
the asset. This field can be updated by clicking on button. The screen
below would pop-up. Users can change the data here and the system will
automatically update the asset master record.
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the location. This field can be updated by clicking on button. The screen
below would pop-up. User can change the data here and the system will
automatically update the line master record.
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Fields Description
Employee No / Name Select from the drop down box (either by employee no or name).
Est. Start Date Estimate date and time when to start the work.
Est. End Date Estimate date and time when to end the work.
View WorkOrders To view a list of work assigned to a particular employee, select an
employee and click the “View Work Order” button.
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Search for the required supplier from the list form and double-click on the
required record to select the supplier. To delete a supplier from the field, click
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Select the applicable Job Plan from the pick list in the Job Plan tab. Once a
Job Plan is selected, the contents of the job plan is copied over to the memo
field below. The content Job Plan can be amended here without affecting the
Job Plan master.
As in the Job Plan Tab, safety instructions can be defined for a work order
using the Safety Instructions tab. Safety Instructions are created and saved
in the Safety Instruction Master.
Select the applicable Safety Instructions from the pick list in the Safety
Instructions tab. Once a Safety Instructions is selected, the contents of the
Safety Instructions are copied over to the memo field below. The content
Safety Instructions can be amended here without affecting the Safety
Instructions master.
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When a work order is created, its default status is “Open” and cannot be
changed. The work order closing tab can be used when first opening a work
order. This tab allows users to enter additional remarks or to establish the
estimated start / end dates to complete the work order. Entering estimated
start dates are useful as they can assist in monitoring and planning work
orders. Work order estimated start dates can be searched in the work order
list form.
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Click the work order icon in the main menu (see Figure 1), and a Work Order
list form would pop-up. The Work Order list form displays only open work
orders (work order where the status is not “Closed or “Cancelled). To view all
work orders in the list form, click the “View All” button.
Double-clicking on any of the work order will activate the Current Work Order
screen, see Figure 17. Users will be able to view and modify the detail on the
particular work order in this screen.
Note - Closed work orders cannot be modified.
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The Current Work Order screen is shown below. To modify the data, just type
over the current data and upon closing the form the system will prompt user
whether you wish to save the changes. Click Yes to save the changes and Exit
or No to exit the screen without saving the changes.
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An Advance Search option is available in the Work Order List form. Its
function is to enable filtering of work orders by a combination of parameters
defined by the user. In the screenshot example below, work orders are
filtered by Work Type “Breakdown” and Work Status “Open.”
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The Work Order list changes colour upon breaching the target date. This
applies to both planed and unplanned Work Orders. Detailed information can
be viewed from the legend tab on the Work Order List refer Figure 19. For
example PM work orders in the list would turn red when the “PM Target
Complete Date” is equal or exceeds current date. As for non-PM work order
the application refers the “Required Date” field.
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Data in the work order list form can be sorted in ascending or descending
order by clicking the relevant column header.
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When a job is completed, the work order in the system has to be closed.
To close a work order, click Work Order button on the Main Menu. Double-
click on the work order user wish to close from the list. Click on Work Order
Closing tab and change the Work Status to “Closed”.
Fields Description
Work Status Upon completion of work order, set status to “Closed”
Estimated:
Assessment Date/Time Estimated date and time the work order is assessed.
Start Date/Time Estimated date and time work start.
End Date/Time Estimated date and time work completed.
Actual:
Assessment Date/Time Actual date and time that work was attended to.
Start Date/Time Actual date and time of start work order. Mandatory field.
End Date/Time Actual date and time work order completed. Mandatory field.
PM Target Start Date Target start date of a preventive maintenance work order.
PM Target Comp. Date Target complete date of a preventive maintenance work order.
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Fields Description
Accepted By Requester who acknowledged the closed work order.
Handover Date/Time Specify a handover date for the work.
Estimated Duration Estimated duration time for the work order to complete.
Failure Code Choose from the list. A unique code can be assigned for each
breakdown work order. Failure codes are defined in the masters.
Failure Description Default base on failure code data set in the masters.
Cause Description Memo field to describe the cause of the problem.
Action Taken Memo field to describe the action taken.
Prevention Taken Memo field to describe the prevention taken.
Customer Feedback A rating of services based on customer feedback (if applicable).
WO Closed by Name of the person who closed the work order in CWorks. The field
is locked and defaults to the user who logged on and closed the work
order.
Cost Centre Capture the Cost Centre to be used for the work order.
Downtime Asset or equipment downtime in hours. Clicking the “Calculate”
button next to the field will calculate the difference between the
Actual Start and End Date/Time. The field can be manually modified
if needed.
Click on this button to close the work order. You will be prompted
whether you wish to save the changes. Click Yes to save the changes
and exit or No to exit the screen without saving the changes. Note:
Users cannot modify a closed work order.
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To re-open a closed work order, click on “Re-Open This Work Order” button.
Only authorized user can re-open a work order. Authorization can be set in
ADMINISTRATION MODULE. To see audit trail for work order status click on
the icon next to the Work Status field.
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Employee and man-hour details are entered in the Labour tab of the Work
Order form. Click on “Work Order – Labour” tab to enter labour details.
Fields Description
Employee Choose from the list. Names of employees who executed the job.
Users can also add a new employee to the master database by
clicking on the Employee button, which is located to the right of
the field.
Start Date/Time Date and time the employee started on the work order.
End Date/Time Date and time the employee finished on the work order
Comments Any comment written by the employee.
Hours Click “Calculate” button to calculate the hours automatically from
the date and time entered or key-in the hours manually.
Normal Normal working hours
OT1, OT2, OT3 Over time hours
Total
Hours Total hours for each employee
Cost Total Cost for each employee depending on the rates set in the
employee masters.
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Fields Description
Parts or services without a part no assigned in the Materials Module and are
used in a work order can be defined in the Direct Issues tab. The Direct Issue
tab allows users to key in details and parts used or services used without any
pre-definitions. Click on the “Work Order – Direct Issue” tab.
Fields Description
Date Date when the transaction took place.
Service/Part Desc. Part used on the work order not from the Material module
PO No Purchase order number.
Quantity Quantity part used
Unit Price Price for the part
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Fields Description
Total Price Automatically calculated by the system.
Formula = Qty * Unit price
Click on the save button to save the record.
For parts or items which are used in a work order and have a part no. defined
in the Materials Module, it can be issued directly from the work order Material
tab. Issuing and returning parts from the work order Material tab is the same
as an Issue and Return transaction in Materials Module and will
reduce/increase the stock balance of the part. Only authorized user can carry
out the transaction. The authorization can be set in ADMINISTRATION
Module. Click on “Work Order – Material” tab.
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Fields Description
Date Date when the transaction took place.
Part No. Choose from the list. Part used on the work order from the
Material (Warehouse.)
Part Description Choose from the list. Part used on the work order from the
Material (Warehouse.)
Quantity Quantity part used
Average Price System calculates the price (from Material Module).
Total Automatically calculated by the system.
Formula = Qty * Average price
Click on the save button and the system will give you the total
parts used on a work order.
This section displays the total cost of a work order in local currency. This
includes labour cost, direct issue cost and parts cost. Click on “Work Order –
Work Order Cost” tab. Cost of a Work Order could be blocked by user, refer
Figure 137.
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Fields Description
Total Labour Cost The system will automatically display the total. The data is from
Labour tab.
Total Direct Issues Cost The system will automatically display the total. The data is from
direct issue tab.
Total Part Cost The system will automatically display the total. The data is from
Material tab.
Total Overall Cost Total cost for the particular work order. The system will
automatically display this figure.
Labour Cost + Direct Issues Cost + Part Cost = Overall cost
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The Attachment tab in the Work Order screen enables the user to attach a
hyperlink to an external document or file for viewing. Typical files which can
be attached include troubleshooting guide, picture and manual.
Click to browse
and select a file to be
attached.
A work order form can be printed out from the system for reporting and
operational purposes. There are 3 ways of printing Work orders.
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The current work order form would pop-up. Refer to screenshot below.
Click the “Print WO1” button to print preview the work order form without
Assigned To, Labour and Materials / Direct Issue Details. A print form in this
format is typically used when distributing new work orders to employees.
Click the “Print WO2” button to print preview the work order form with
Assigned To, Labour and Materials / Direct Issue Details.
In the print preview screen, the paper margins can be adjusted by clicking
the Page Setup button in the print toolbar.
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To print the work order, click the printer button on the toolbar.
Excel or Word
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Work Orders (and reports) can be e-mailed from the Work Order Print
Preview screen. Select a work order from the work order list form and double
click the work order record in order to open the Current Work Order form.
Click any of the Print WO buttons. At the work order print preview window,
click the E-mail button on the toolbar (refer screenshots below.)
The window below would pop-up upon clicking the e-mail button.
Users can select the preferred format to e-mail the work order. It is
recommended that the “Snapshot Format” be selected as it preserves the
format work order print form the best. Click “OK” and the system will launch
the users default e-mail program’s Send Message window to dispatch the
work order format.
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The screen below would pop-up and users can specify the range of work
order number to print.
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Click on to print Work Order form in the refined list of work orders.
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Filter the work order list form to display the required output. To export data from
listing, click on “Export to Excel” and a progress bar would appear as it
populates the data into the excel sheet, see Figure 38.
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ASSET
MODULE
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3. Assets
Click on icon on the Main Menu, see Figure 1. A listing would pop-up.
To add new assets, click button. A New Asset screen would pop-up.
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Fields Description
Asset No A unique number assigned to an asset.
Asset Description Enter a description of the asset
Location Choose from the list. Code assigned to a location and its
description. This data is set in the masters.
Department Choose from the list. Code assigned to a department and its description.
This data is set in the masters.
Asset Category Choose from the list. Different types of assets are grouped together
under an asset category. This enables easy management of asset data
and retrieval. This data is set in the masters.
Asset Status Choose from the list. The current asset status describes which
operational state the asset is in. A code assigned to an asset status and
its description. This data is set in the masters.
Options are:
Active = an asset which is currently in service and on site
In-active = an asset which is not in service.
Disposed = an asset which has been taken out of service permanently.
Lost = an asset which cannot be accounted for in an audit, therefore no
disposable details.
In-storage = an asset which is currently in service but not kept on site.
Note : If there is any OPENED PM work order, system will prompt a
message when user wants to change the status.
Criticality Choose from the list. Defines the criticality depending on the usage of
the equipment. A code assigned to a criticality and its description. This
data is set in the masters.
Auth. Employee Choose from the list. Authorised Employee is an employee which has
been given the rights and accountabilities for that particular asset. A
code assigned to an employee with its description. This data is set in the
masters. User can also add a new employee to the master database by
clicking on the button, which is located to the right of the field.
Notes to Technician This field is used to describe additional important information pertaining
to the asset. User is allowed to update this field from the work order.
Model Number Enter the model number of the asset which can be obtained from the
warranty card or on the asset nameplate.
Serial Number Enter the serial number of the asset which can be obtained from the
warranty card or on the asset nameplate.
Manufacturer Enter the manufacturer of the asset in this field.
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Fields Description
Contractor Choose from the list. A contractor is an external company which is
authorized to service and maintain an equipment. A unique code
assigned to a contractor and its description. This data is set in the
masters.
Warranty/Contract Choose from the list. A unique code assigned to a warranty/contract and
its description. This data is set in the masters.
Options are:
Warranty = assets which are within the manufacturer warranty period.
Contract = assets which are under service contracts
Warranty Expiry Date Enter the date of the warranty expiry.
Warranty/Contract Enter additional notes on the warranty or contract, if applicable.
Notes
Asset Notes Enter additional notes on the warranty or contract, if applicable.
Supplier Choose from the list. A supplier is a company which supplier assets.
A unique code assigned to a supplier and its description. This data is set
in the masters. User can also add a new supplier to the master database
Click on this button to close the screen without saving the record
Note: Once an asset has been registered, the system would not allow
removal of the asset number. However, details on the asset can be modified.
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Fields Description
Bill of Material No Choose from the list. A unique code assigned to a bill of Material
no and its description. This data is set in the masters.
Parts No Choose from the list. A code assigned to a part no and its
description. This data is set in the masters
Parts Description Data will be displayed as per parts number
Quantity Displays the quantity of the particular part within the asset as
defined in the BOM masters
Store Balance Stock balance in the warehouse
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Click on "Assets – Additional Info tab. Using the fields Additional Info 1
through 20, enter any additional information regarding the particular asset
which the customer may require. These fields can be used for customizing the
information to be stored for your assets.
The External Document tab in the Asset screens enables the user to attach a
hyperlink to an external document or file for viewing. Typical files which can
be attached include troubleshooting guides, pictures and manuals.
Click to browse
and select a file to be
attached.
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CWorks allows the user to view existing assets in the system. If the user finds
any incorrect data or wishes to change any of the fields, they can actually
modify the data as required.
Click icon on the main menu (see Figure 1). An asset listing would pop-
up. It will show the user a list of all the assets in the database.
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Double-click on any of the assets to view and modify details on the particular
asset. The screen below will appear, see Figure 45.
To modify the fields in any tabs, simply put in the changes and click .
A message box would pop-up requesting confirmation. Click Yes to save the
changes or No to close without changes.
Current Asset allows user to create a duplicate record from the existing
record where information in is copied over to a new asset registration form.
Every data in the Asset and External Document tab except Asset No is copied
over. This feature comes in handy during registration of similar asset.
Some assets may be part of a hierarchy, in that it is the child of one asset
and a sibling of another. This information is particularly important when an
equipment breaks down, it can be replaced by a similar asset in the
hierarchy. It can also be used to describe a system (refer to example below).
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EXAMPLE:
Fire Engine
Parent Asset
001
CWorks Screen Representation: Assets 002, 003 & 004 are saved as Siblings
to the Parent (001)
Asset No 001 - Fire Engine, will appear automatically as the “Parent” asset
when in any of the sibling Asset Forms. Note form below, see Figure 48. This
avoids erroneous assigning of Relationships.
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Fields Description
Parent Automatically.
Sibling Choose from the list. A code assigned to an asset and its
description. This data is set in the masters. This asset is of parallel
relation to the asset picked.
Status Displays the status of the asset
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From the Current Asset page (see Figure 50), select the Additional Info tab.
To modify any field in the page above, simply put in the changes and click
Close. A message box would pop-up requesting for confirmation. Click Yes to
save the changes or No to undo all changes.
From the Current Asset page (see Figure 50), select the Bill of Material List
tab. To modify any field in the page above, simply put in the changes and
click Close. A message box would pop-up requesting confirmation. Click Yes
to save the changes or No to undo all changes.
Tabs
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When a work order is raised on a specific asset, the system will automatically
display all work orders related to the asset. This is very useful when trying to
generate a history of all work done on an asset. Click on any registered
assets and select the Work Order History tab (see Figure 51).
A list of all work orders raised on the asset will be displayed. Among other
information displayed are work order status, received date, start date, end
date, Total Part Cost, Total Direct Issue Cost, Total Labor Cost, Grand Total
and Total Man Hrs.
Asset Work Order history can also be obtained from Asset list form by clicking
the “Asset Maint History” button. This data can be exported to Excel by
clicking the “Export to Excel” button, see Figure 55.
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When moving an asset, the Asset Transfer form is used. Assets can be
transferred to either a Location or to an asset as child asset. The transfer
history is also maintained in this screen.
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To view the asset list in the form of a asset tree or hierarchy, click
in the asset list form. The Asset Tree View form would pop-up.
From this form, users are able to view the assets in relation to its parent
asset and location. Upon selecting an asset in the tree, the basic details of
the asset will be displayed on the right hand corner of the form. To view
further details of the selected asset (via the current asset form) click on .
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An Advance Search option is available in the Asset List form. Its function is to
enable filtering of assets by a combination of parameters defined by the user.
Click to clear all the selected parameter in the field. To clear all the filter
options, click the “Reset” button.
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To export data from listing, click on “Export to Excel” and a progress bar
would appear as it populates the data into the excel sheet.
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LOCATION
MODULE
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4. LOCATION
Locations can be organised by assigning codes. This would help users locate
buildings, floors and rooms easily. Users can also use location codes to raise
service work order.
Click on icon in the Main Menu, see Figure 1. Location listing would pop-
up.
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Fields Description
Location No Assign a unique number to the new location you wish to register.
Description Enter a description of the location.
Department Choose from the list. User could assigned a department to a
location. This data is set in the department - masters.
Criticality Select the Criticality (Normal or Critical) of the location from the
drop down list.
Notes To Technician This field is used to describe additional important information
pertaining to the location.
Click on this button to save any changes.
Click on this button to close the screen without saving the record.
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Click icon on the main menu, a Location List would pop-up. It will
show you a list of all the locations in your database. Once a location has been
registered, the system would not allow removal of the location number.
However, details on the location can be modified.
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Double-click on any of the locations and you are able to view and modify
details on the particular location. The Current Location screen, see Figure 59,
would pop-up. Modify the fields in the form and click Close. You will be
prompted whether you wish to save the changes. Click Yes to save the
changes and exit or No to exit the screen without saving the changes.
Users are able to view the WO History, Asset and Employees that are
attached to a particular location. The list of employees attached to the
location can be set in the employee module (Refer to 6.1 “How To Add A New
Employee/Requester”).
The Duplicate Location button allows to user to reuse the information of a
current location for a new location registration. All the information in The
Location tab will be copied over to the New Location Registration form except
for Location No.
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Click to clear all the selected parameter in the field. To clear all the filter
options, click the “Reset” button.
To do a search, click on the field of choice, enter the field contents and click
on the button.
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PREVENTIVE
MAINTENANCE PLAN
MODULE
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5. Preventive Maintenance
Preventive Maintenance activities in CWorks can be scheduled either by fixed
time intervals or by meters / condition monitoring. The following components
are available in the Preventive Maintenance Screen.
• PM Task List – Displays the PM Task List master. New PM Tasks can be
added and existing PM Tasks can be viewed or modified in this section.
• PM Man Hours - To view the entire year PM man hours base on the man
hours set in the checklist.
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Click on the Preventive icon in the main menu, see Figure 1. Click on
in the PM main-menu, see Figure 62. The PM Task screen (as seen below)
would pop-up.
Fields Description
PM Task No Identifier of the PM Task master record.
PM Task Name Description of the PM Task master.
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Fields Description
Estimated Labour Hours The estimated labour hours to complete the PM Task.
File Link Create a hyperlink to an external document to a PM Task. Click on
Fields Description
Seq No Task sequence number
Task Description Description of the PM task to be carried out
Click on this button to save any changes
Click on this button to close the screen without saving the record
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Note: Once a PM Task has been registered, the system would not allow
removal of the PM Task number. However, details on the PM Task can be
modified.
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1) To amend a
task, double click
the required
Note: The Seq No field cannot be amended. Users are advised to use Seq nos
which allow for additions. Example (10, 20, 30 so if a task needs to be added
between 10 & 20, Seq no 15 can be entered).
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Select the PM Task to be deleted by clicking once on it. Hit the “Backspace”
key to delete the Task.
Select an Employee to assign to the Task and click the “Add” button (in New
PM Task form, see Figure 64) or the “Save” button (in the Current PM Task
Form, see Figure 66) under the Employee Name field. An unlimited number of
employees can be assigned per PM Task
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Select a Part to assign to PM Task, specify the quantity required for the PM
Task and click the “Add” button (in New PM Task form) or the “Save” button
(in the Current PM Task Form) under the Part Description field. An unlimited
no of Parts can be assigned per PM Task.
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PM materials requirements for PM type work orders can be viewed via the
Work Order List form. At the Work Order List form, click the “PM Materials”
button. The PM Material List form would pop-up. The List displays a summary
of materials required for generated PM work orders. Items highlighted in red
indicate that there is a shortage.
Figure 70 : PM Materials
Enter the Target Start Date Range and click “View Report”. A report detailing
the material requirement by the PM No and target start date will be
generated.
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Below the PM Task listing screen, there is a bar which will allow users to filter
or narrow down the search result. The options are:
• PM Checklist No
• PM Task Name
• Estimated Labour Hours
To do a search, click on the field of choice, enter the field contents and click
on the button. User can also sort a search results, ascending or
descending order, by clicking on the header in the list form.
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Select Fixed Time Interval PM Type and click “OK”. This will activate new PM
Schedule screen as below.
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Fixed time interval based PM Schedules for assets or physical locations are
created in the New PM Schedule screen. Upon completing all fields in the
screen, click on Save to save the record or Close to exit without saving the
record.
Fields Description
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Fields Description
Days The number of days that should elapse between generation of PM
work orders. This is a read only field and is automatically
calculated.
Formula:
Days = Frequency Unit (in Days) x Frequency
Work Period Days Defines the number of days, which shall be taken to complete the
PM Task. Defaults to 1 day.
Target Start Date Defines the first Target Start Date of the PM record. The date
defined by the user must be greater than the last PM Generation
date.
Target Complete Date This is a read only field, which is automatically calculated. It
displays the target completion date of the PM work order.
Target Complete Date = Target Start Date + (Work Period Days –
1 day)
Next Start Date This is a read only field, which is automatically calculated. It
displays the next target start date for the PM schedule.
For first generation
Next Start Date = Target Start Date + Days
For subsequent generation (in the Current PM Schedule Form)
for Next PM Generation by Scheduled Date;
Next Start Date = Target Start Date + Days
The Next PM Generation Type option allows users to specify the criteria for
the Next PM Start Date. Two options are available;
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1. Schedule – the Next Start date will be based on the last PM work order
Target Start Date, irrespective of the work order status (Target Start Date +
Frequency in Days).
2. Actual – the Next Start date will be based on the last PM work order
Actual End Date. No PM work orders can be generated until the last PM work
order is closed. The Next Start Date = Last PM WO Complete Date +
Frequency in Days.
Multiple PM Tasks enable more than one PM Task to be scheduled per asset or
physical location. It allows the creation of PM Tasks of a higher frequency to
take precedence in the PM work order generation when the conditions set for
generation are met. By assigning multiple PMs to each PM Schedule, you can
indicate to the system which PM Task to select during the work order
generation process.
To create Multiple PM Tasks for a PM Schedule master, tick on “Multiple PM”
on PM schedule.
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Fields Description
PM No & Description Identifier of the PM Schedule record carried over from the PM
Schedule tab.
Task No & Description Defines the multiple PM task. The Task No. is selected from the
drop down list.
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Fields Description
Task Sequence Defines the PM count at which the defined task will be used.
Example, 2 means that the Task will be generated 2 times the PM
is generated, 12 means every 12 times etc.
Start at Date / Seq. No Defines the start date / PM count no. of the PM Task. The date
field is read only. The start PM count can be amended by either
To delete a saved multiple task in the New PM Schedule screen, click on the
“Deleted Multiple PM”.
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The PM Plan Forecast screen displays the forecast PM work order Target Start
Dates for the PM plan for all tasks (for a period of 1 year). In the above
example, at PMCount 2 (PM Target Start Date 30/09/2002), two tasks
coincide. However, only the work order for the larger task (PMTask2) will be
generated by the system.
Note: If the complete 1 year schedule does not display in the form, click on
the button.
Below the PM Schedule listing screen, there is a bar which will allow users to
filter or narrow down the search result. The options are:
• PM No
• PM Name
• Asset No
• PM Task No
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To do a search, click on the field of choice, enter the field contents and click
on the button. User can also sort a search results, ascending or
descending order, by clicking on the header of the column.
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Change the Target Start Date. The next PM work order will be generated
according to the edited Target Start Date.
Change the Next Start Date. The next PM work order will be generated
according to the edited Next Start Date. The last PM work order for the
particular PM Schedule must first be closed before amendments to the Next
Start Date can be made.
Notes:
1. The amended dates must be larger than the last PM Generation “To”
date.
2. An existing PM Schedule next PM generation type (scheduled or actual
completion dates) cannot be amended in the Current PM Screen. To
change the generation type, the existing PM schedule shall have to be
disabled and a new PM schedule created.
Click Close to exit the form. You will be prompted whether you wish to save
the changes. Click Yes to save the changes and exit or No to exit the screen
without saving the changes.
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Fields Description
Last PM Generation Date Displays the last PM work order generation date (read only field).
Last Date Range of PM WO Displays the Target Start Date range of the last PM work order
Generation (From – To) generation (read only field)
Date Range for PM to be Fields to input the next range of Target Start Dates. Any PM
generated (From – To) record which next PM Target Start Date falls within this range will
be identified for generation
Enter a date range and click on to view the PMs which next Target
Start Dates fall within the defined range. Click on to generate the work
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orders. The PM list will be updated with the work order number displayed for
reference. To print hardcopies of the generated PM work orders, click the
button. The view list of PM records can be exported to MS Excel by clicking
the “Export to Excel” button below the respective view list. Click Close to exit
from the screen.
Note: Before PM generation is done, the system will automatically backup the
current database. The folder name is “DBBACKUP”. These files can be deleted
every month.
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Select Fixed Day and Week Type and click “OK”. This will activate New PM
Schedule screen, see Figure 89.
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The changes are in the scheduling procedure of the PM schedule master. The
table below lists the functions of the modified fields;
Fields Description
Frequency Defines the frequency of the Preventive Maintenance (PM) work
order generation in number of months.
Work Period Days Defines the number of days, which shall be taken to complete the
PM Task. Defaults to 1 day.
Week of the Month Select the specific week (first, second, third, fourth or last week)
of the month for the PM work order to be generated.
Day of the Week Select the specific day of the week (Monday – Sunday) for the PM
work order to be generated.
Start Month and Year Specify the starting month and year of the PM schedule. Note: The
combination of Start Month, Week of Month and Day of Week must
be larger than the current date and the last PM Generation date.
Target Start Date This is a read only field which is automatically calculated. It
displays the target start date of the PM work order based on the
selected combination of week, day and start month and year.
Target Complete Date Target Complete Date = Target Start Date + (Work Period Days –
1).
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Fields Description
Next Start Date This is a read only field which is automatically calculated. It
displays the next target start date for the PM schedule based on
the scheduling criteria.
Multiple PM Click the Multiple PM tick box to activate the Multiple PM tab. The
method of scheduling Multiple PMs is the same as doing it in the
conventional PM schedule screens.
Select PM Schedule (Time) in the main PM menu and click New PM Schedule
in the PM Schedule List form. A sub-PM menu screen would pop-up (refer
screenshots below).
Select Fixed Day Type and click “OK”. This will activate New PM Schedule
screen, see Figure 91.
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Fields Description
Frequency Defines the frequency of the Preventive Maintenance (PM) work
order generation in number of months.
Work Period Days Defines the number of days, which shall be taken to complete the
PM Task. Defaults to 1 day.
Target Start Date Click on the command button and select a target start date from
the calendar. Note: The selected target start date must be larger
than the current date and the last PM Generation date. The PM
work orders will be generated on the selected date of each month
in accordance to the preset frequency.
Target Complete Date Target Complete Date = Target Start Date + (Work Period Days –
1).
Next Start Date This is a read only field which is automatically calculated. It
displays the next target start date for the PM schedule based on
the scheduling criteria.
Multiple PM Click the Multiple PM tick box to activate the Multiple PM tab. The
method of scheduling Multiple PMs is the same as doing it in the
conventional PM schedule screens.
Note: Fixed Day / Week and Fixed Date type Preventive Maintenance work
orders are generated simultaneously with the Fixed Time Interval type PM
work orders in the PM Generation form.
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5.11.1 Introduction
Preventive maintenance masters based on metered readings and time on a
which ever comes first basis are created in this module. Metered preventive
maintenance work orders can be generated based on a combination of
metered and time based conditions.
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Metered PM schedules for assets are created in the New PM by Meters screen.
The type of meter, its PM Tasks and time interval for generation (if
applicable) is saved in this screen. The list fields to be entered and their
description are listed below. Upon completing all fields in the screen, click on
Save to save the record or Close to exit without saving the record.
Fields Description
Meter No A unique number to identify of the meter. Duplicate meter
numbers are not allowed.
Meter Description A description of the meter.
Work Trade The trade or section that is primarily responsible for the work
(obtained from the Work Trade Master)
Work Type Defaults to type Preventive
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Fields Description
Asset No & Description Select the asset number which the meter is associated to and
which the PM Task shall be generated against.
Location No & Displays the location of the asset. Default data based on the
Description selected asset
Activate Time Based PM Tick box. Activates the Time Based PM tab for scheduling of by
time intervals. Time based PMs can only be activated for
Incremental type meters.
Meter Units Enter the meter units. Alphanumeric field up to 50 characters.
Type of meter – Threshold type metered PMs are typically used in condition
Threshold monitoring. PM Tasks are generated when the meter value
exceeds or is below the set upper and lower limits defined in this
record. Tick threshold type meters to activate Upper and Lower
Limit fields.
Lower Limit Specify the lower limit of the meter. Any logged meter reading
below the lower limit will flag for a PM work order to be generated.
Upper Limit Specify the upper limit of the meter. Any logged meter reading
above the upper limit will flag for a PM work order to be
generated.
PM Task No (Lower Specifies the PM Task to be generated when the logged meter
Limit) reading is below the Lower Limit defined in this record.
PM Task No (Higher Specifies the PM Task to be generated when the logged meter
Limit) reading is above the Higher Limit defined in this record.
Type of meter - Tick Incremental type meters to activate the start meter reading
Incremental and frequency fields. Incremental type PMs are PMs which are
generated based on meter readings reaching a preset increment
from the last meter reading for which a PM work order is flagged
for generation (such as a standby generator run hours). Multiple
PM tasks can be scheduled, for example; Task No 001 every 150
hours / 30 days and Task No 002 every 450 hours / 90 days.
Start Meter Reading Enter the last PM meter reading. The next PM Due reading is
calculated based on this reading.
Frequency Enter the meter interval which the PM work order is to be flagged
for generation.
PM Due at Calculated field - Start Meter Reading + Frequency. Indicated
when the PM work order will be flagged for generation.
PM Task No Specifies the PM Task to be generated when the logged meter
(Incremental) reading is equal or higher than the calculated PM Due at field.
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Fields Description
Actual PM / Scheduled Defaults to Actual PM. It determines the way the next PM work
PM order is generated for Incremental Type meters. For Actual PM
type (default type), the next PM work order is based on the work
order actual end date and meter reading entered when closing the
work order.
Next PM Due = Meter Reading After PM (at current work order
screen) + meter frequency
Next Target Start Date = WO Actual End Date (when closed) +
Frequency in days.
For Scheduled type PM, the PM Work Order will based on the
following;
Next PM Due = Meter Reading at PM Generation + meter
frequency
Next Target Start Date = PM WO Generation Date + Frequency in
days.
Select Activate Time Based PM, see Figure 93, to enable Incremental type meter PMs
to be scheduled by both meter readings and fixed time intervals. Ticking the Activate
Time Based PM tick box will enable the Time Based tab as seen below.
Fields Description
Frequency Unit Defines the frequency unit of the PM. Available units are Day (1
day), Week (7 days) and Month (28 days).
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Fields Description
Frequency Defines the factor for which the Frequency Unit is multiplied to
provide the number of days that should elapse between generation
of PM work orders.
Days The number of days that should elapse between generation of PM
work orders. This is a read only field and is automatically
calculated.
Formula:
Days = Frequency Unit (in Days) x Frequency
Work Period Days Defines the number of days, which shall be taken to complete the
PM Task. Defaults to 1 day.
Target Start Date Defines the date that the first PM work order is scheduled to be
generated. Use the calendar to select a date.
Target Complete Date This is a read only field, which is automatically calculated. It
displays the target completion date of the PM work order.
Target Complete Date = Target Start Date + (Work Period Days –
1)
Next Start Date This is a read only field, which is automatically calculated. It
displays the next target start date for the PM schedule.
Next Start Date = Target Complete Date + Days
To specify multiple PM tasks, click the Mutliple tab in the New or Current PM
by Meters form (refer to screenshot below).
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Fields Description
Task No Defines the multiple PM task. Select a Task No from the list. This is a
mandatory field
Task Sequence Defines the PM count at which the defined task will be generated.
Example, 2 means that the Task will be generated every 2 times the
PM is generated, 12 means every 12 times etc. Hence if the first PM
task frequency is every 100 hours, then if a Multiple Task No of Task
Sequence of 4 is specified, the Multiple Task will be generated every
400 hours. This is a mandatory field.
Remarks A remarks field to log any comments regarding the multiple tasks.
Next Date The Next Date field displays the next PM date for the multiple PM Task
based on the Target Start Date defined in the Time Based tab. A date
will be displayed only if the Time Based PM is activated. This is a read
only field.
To save a multiple task record, click the “Save” button next to
the Next Date field.
Delete Multiple PM To Delete the saved schedule, click the “Delete Multiple PM”
button.
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Logged meter readings are keyed into the system via this screen. PM work
orders for metered PMs are also generated here.
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Fields Description
Meter No Key-in the meter no or select from the list the meter which the
reading was logged from the field for input into the system.
Meter Description Description of the Meter from the Meter master record.
Reading Date / Time The date and time the meter reading was logged from the field.
Current Reading Enter the logged meter reading in this field.
Asset No & Description Read only field. Displays the Asset No & Description of the asset
for which the PM work order shall be raised. The data is carried
over from the registered Meter master.
Meter Type Read only field. Describes the type of meter, ie. Incremental or
Threshold.
PM Type Indicates whether the PM type is Actual or Scheduled. This is only
applicable for Incremental type meters.
Lower & Upper Limit Read only field. Lower and Upper Limit values for Threshold type
meter. Values are carried forward from the registered Meter
master.
Start Meter The initial meter reading as registered in the Meter master (for
Incremental type meters only).
Frequency The difference between the last PM meter reading and current
reading which will result in a PM work order being flagged for
generation (for Incremental type meters only).
Last Reading The last reading which was logged into the system for the selected
meter (for Incremental meters only)
PM Due The meter reading at which a PM work order will be flagged for
generation.
Next Start Date Read only field. Displays the next PM due date.
Frequency Read only field. Displays the frequency in days for generation of
each time interval based PM work order.
To save a meter reading.
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The table highlighted in the above screenshot displays the list of meter
readings keyed into the system at the current system date. In the above
example, the system date is 12th November 2002, hence all meter readings
entered on this date will be displayed in the table. If the form is opened on
the following day, ie 13th November 2002, the table will be empty unless
more meter readings are keyed into the system on the 13th Nov.
The Meter History table displays the logged meter reading history of the
selected meter. This history can be exported to excel by clicking “Export to
Excel” button.
A preventive maintenance (PM) work order is flagged for generation when the
logged meter reading meets the preset condition for work order generation. A
“Yes” at the PM Status field indicates that the conditions for a work order
generation has been met (refer below). Upon work order generation the PM
Status will change to “Done”.
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When closing a PM work order which Incremental based and Actual Type, a
Meter Reading After PM field has to be specified. This reading and the work
order Actual End Date will be used as the basis of the next PM Due reading
and Next Target Start date respectively. No next PM Due or Next Target Start
Date can be given until the work order is closed.
Open the Meter List screen (select PM Schedule (Meters) from the Preventive
Maintenance main menu). Double click on the meter to be amended from the
list and the Current PM by Meters would pop-up.
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The meter details can be amended in this screen. The available amendments
are as follows (all other fields are locked).
Note : Upon login, the system will automatically check for PM by meters for
time based. If there are PMs due based on the time based criteria, the system
would pop-up a reminder to generate PM work orders for meter.
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EMPLOYEE
MODULE
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6. Employee
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Fields Description
Employee No Assign a unique number to the new employee or requester you
wish to register.
Name Enter the name of the employee or requester
Address Enter the address of the employee or requester
Designation Enter the job or work designation of the employee or requester
Telephone Ext No Enter the office phone number and phone extension where
employee or requester can be contacted
Fax No Enter the facsimile number of the employee or requester
Mobile No. Enter the mobile phone number of the employee or requester
House Phone Enter the home phone number of the employee or requester
Department Choose from the list. A unique code assigned to a department and
its description. This data is set in the masters.
Office Location Enter the office location of the employee or requester
Email Enter the email address of the employee or requester
Hourly Salary Enter the wage rates per hour for the employee or requester
Over Time 1-3 Enter the overtime rates for the employee or requester
Category When user ticks on “Employee” means that he/she is part of the
maintenance organisation / department.
When user ticks on “Customer” means that he/she is not part of
the maintenance organisation / department and functions as a
customer to the maintenance organisation. The person could also
be an employee of the organisation or a customer to the
organisation.
The “In-Active” field means the Emp/Req is not attached with
organization anymore.
Click on this button to save any changes
Click on this button to close the screen without saving the record
Note: Once an employee has been registered, the system would not allow
removal of the employee number.
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Click the Employee button on the main menu, an Employee / Requester List
would pop-up, see Figure 104. It will show you a list of all the employees or
requesters in your database. Double-click on any of the employees/
requesters and the Current Employee/Requester screen would pop-up. The
user will be able to view and modify the Employee/Requester details in this
screen.
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Apart from the employee data, you are able to view the assets assigned to
the employee, see Figure 105, as defined in the Asset Register. Modify the
fields in the form and click Close. You will be prompted whether you wish to
save the changes. Click “Yes” to save the changes and exit or “No” to exit the
screen without saving the changes.
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Click to clear all the selected parameter in the field. To clear all the filter
options, click the “Reset” button.
To do a search, click on the field of choice, enter the field contents and click
on the button.
Figure 107
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MATERIAL
MODULE
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7. Material
The primary purpose is to track parts as they move in and out of the
warehouse and to improve material accuracy, manage costs and reduce “out
of stock” delays. Tracking of parts and equipment issues, transfers and
returns are critical to a productive maintenance organization. Two major
aspects of Material management are :-
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Click on to activate the Search by Part form. Double click on the part to
carry out the transaction.
The selected part would populate all information associated to the part.
Search for a part can be done using the search function on the bottom.
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Fields Description
Part No. Part no. is a unique code assigned to a part. This filed will
display the part no after the user chooses from the top bar. This
data is set in the masters for parts.
Part Description Default based on data set in part master. This field describes the
part description.
Status Displays the status of the part whether Active or Inactive. No
transaction would be allowed if status of the part is “Inactive”
Attribute Group Default based on data set in part master. This field describes the
part group.
UoM Default base on data set in part masters. This field describes the
unit of measurement.
Part Location Default base on data set in part masters. This field describes the
location of the part in the warehouse.
Lead Time Default base on data set in part masters. This field describes the
time frame for the new stock to be supplied.
Manufacturer Default base on data set in part masters. This field describes the
manufacturer of the part.
Specification Default base on data set in part masters. This field describes the
specification of the part.
Max Level Default base on data set in part masters. This field describes the
maximum stock level in the store/warehouse.
Reorder Level Default base on data set in part masters. This field describes the
stock level when the user should reorder.
Reorder Quantity Default based on data set in part masters. This field describes
the stock quantity the user preferred quantity of order.
Min Level Default base on data set in part masters. This field describes the
minimum stock level in the store/warehouse.
Standard Price This is the initial price set in the parts master.
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Fields Description
Average Price Automatically calculated based on;
(Avg Price*Total Balance) + (Total Tran.)
(Total Balance) + (Quantity)
When a part or item is received into the store for the first time, it has to be
registered into the system by assigning a unique code to it.
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Fields Description
Part No. A unique number assigned to a part.
Part Description A name for the parts
Specification Part specification.
Manufacturer The part manufacturer.
UoM Unit of measurement
Attribute Group A category assigned to a part. Click on this button to see a list
of attribute groups or to add new group.
Standard Price Initial price set for this part.
Notes Any extra remarks.
Location Location where the part were kept in the warehouse. Click on
button to view list of part Location or register new ones.
Max Level Maximum level to keep in the store / warehouse.
Reorder Level Stock level when the user should reorder.
Reorder QTY Quantity the user prefers to reorder
Min Level Minimum level to have in the store / warehouse.
Lead time (Days) Time frame for the new stock to be supplied.
Allow Negative Balance Tick on, means user allows negative balance in the store for this
stock item. Un-tick means user do not allow negative balance in
the store.
Not Included in Purchase Tick the check box if user prefer not to list the part in the
Proposal Purchase Proposal List.
Default Supplier Create a Default Supplier primarily supplying the part. This default
supplier will shown in the Purchase Proposal list. User can filter
supplier names when doing “Receive”.
Supplier Assigned multiple suppliers who can supply these parts. User can
filter supplier names when doing “Receive”.
Click on the button to save the supplier
Once a part has been registered, the system would not allow removal of the
part number. However, details on the part can be modified.
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Upon purchase of goods, these items are received into the warehouse. During
this time, this transaction is performed to record incoming goods and
quantity. Click on icon, the screen below would pop-up.
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Fields Description
Vendor Vendors name. List of Vendors preregistered.
Leave it ticked to receive multiple items from the same vendor
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Whenever an item is needed for work, it is issued from the store through this
module. Part number and quantity issued is recorded. Issuing part could be
done for a work order or Department.
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Unused issued parts, which are returned to the store, can be captured
through this module. The stock return can be done based on a work order or
Department
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1) Click on “Generate
Purchase Proposal”
The minimum, reorder and maximum stock level has been added into the
Material screens. By setting the minimum, maximum and reorder levels,
purchase proposals can be generated from reports.
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Clicking Transaction button will give you the list of transactions as shown in
Figure 118.
Choose the part no from the “Search Part” bar, then click on
button, to view part history. All the transaction history for the selected part
can be view.
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Click on and the screen below would pop-up. Click on any reports
that you required and click on “Preview” to view. Certain reports will require
user to give parameters.
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WORK REQUEST
MODULE
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8. Work Request
Requesters
Problem / Fault Open a Work
Detected Request
Department
Maintenance
No Cancel the
Valid
Request ? Request
Yes
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Note: To run the remote Work Request system, the Remote Work Request
application must be preinstalled using the RemoteWorkRequest.exe file. The
application must then be connected via your netework to the CWorks
database.
Click on the “CWPLUSWR” icon on your desktop and a listing would pop-up.
The list for displays all work requests in the system. By default, all closed
work requests are not displayed in the list form. To also view closed work
requests, click the “View All” button.
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To open a new Work Request click the “New WO Request” button. This will
activate the New WO Request Screen. The Request No # will display
0000000000. Only upon saving the request, the system will generate a
request number.
Fields Description
Request No # Automatically generated by the system upon saving the record.
Request Status System defaults status to “OPEN”. A work reques goes
through different stages. The stages are;
Open – The work request is open
WO Raised – A work order has been raised for the work request.
Cancelled – The work request has been cancelled
Closed – The work order raised for the work request has been
closed.
Requester Choose from the list. Name of the person who requested for a
service. The person could also be an employee of the organization
or a customer to the organization.
Received Date/Time Set default to system date and time.
Work Type Defines the type of work which is requested. Default =
Breakdown.
Work Trade Trade or section that is primarily responsible for the work.
Problem Description Describe the details of the problem for this particular work order.
Required Date The date and time when the work order should be responded to.
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Fields Description
Work Priority Level of urgency assigned to the request. This data is set in the
MISC. – Master, The system-default data are as follows. They can
be added but cannot be removed.
Normal, Urgent, Emergency, Routine and Safety
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Work requested for the maintenance department can only be generated into
work orders from CWorks main application. Work orders cannot be generated
from the remote work request application.
Once a work order has been raised for a work request, the work request
status changes to “WO Raised”. When the current work request form is
viewed, the work order number will be displayed.
Click the “View Workorder” button to view details of the work order.
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To cancel this request click CANCEL button. You will see Figure 127 pop-up.
Fill up the cancel reason field and then click on Confirm Cancel to Cancel the
work request. Only Work Request with the status as open can be cancelled.
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Work Requests can be filtered and searched in the work request list form.
To select a parameter in a field, click . The available options for the
parameter will be displayed on the far right hand side of the screen (above
the search button). Select the parameter by clicking once on the text. More
than one parameter can be selected (example: Open & Closed) by just
clicking on another parameter text. Click “Search” to carry out the search.
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The above fields are the same as the normal remote request module. Upon
saving the work request, a unique work request number will be given.
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From the Work Request list form, double click the required work request
record. The Current Work Request form would pop-up (refer below).
To generate a work order from the Current Work Request form, click the
Generate Work Request button, see Figure 131. Details of Work Request will
be automatically transferred into Work Order and system will assign a WO
Number.
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The Work Order will display the Work Request No from which it was
generated. To update the work order, go to work order module and double
click on it.
Upon generation of a work order, the current work request form will display
the work order number. Note that once a work order is raised from a work
request, all fields in the work request form will be locked. This is to ensure
data consistency.
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Users can view the work order from the form by clicking the “View
Workorder” button. The current work order form would pop-up, see Figure
132. No amendments/modifications can be carried out when the work order is
accessed from here.
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To check incoming work request via email, click on “Rec. Email Request” button. The
system will prompt user for any incoming request.
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The below list shows new incoming Work Request via email.
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ADMINISTRATION
MODULE
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9. Administrative
From this screen, the Administrator can register a new employee or set /
modify the level of access to CWorks modules for a registered employee. To
register a new employee, click the “New Employee” button. To amend the
details on an employee, click the “Edit Employee” button
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Refer to the Employee module of this user guide for details of the employee
fields; see How To Add A New Employee/Requester.
There are two tabs in current employee. Accessibility and Authorization tab.
Refer to screenshot below:
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MASTER
MODULE
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10. Masters
Frequently used codes and descriptions are recorded here for quick lookup by
users. Masters are updated during first-time usage and later, on an as and
when basis. This module captures all your basic maintenance data, which is
required to start your CWorks. CWorks require some basic data before it
could fully function. Refer “Hints for New Setup of CWorks” for guides to
setup CWorks.
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Fields Description
Department No. A unique number assigned to a department
Department Desc. A name assigned to a department. To Edit description double click
on the record to be edited from the list. The record will be
populated into the field, make the necessary changes and click on
“Update” button to update the record.
Department List All the departments in your database
Search By The Search By options will allow you to filter or narrow down your
search result. The options are:
• Dept No
• Dept Description
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Click on “Master – Failure Code” tab. This is the masters for “Failure Code.”
Fields Description
Failure Code A unique number assigned to a failure
Failure Desc. A description of the failure. To Edit description double click on the
record to be edited from the list. The record will be populated into
the field, make the necessary changes and click on “Update”
button to update the record.
Failure Code List All the failure code registered in your database.
Search By The Search By options will allow you to filter or narrow down your
search result. The options are:
• Failure Code
• Failure Description
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Click on “Master – Asset Category” tab. This is the masters for “Assets
Category.”
Fields Description
Assets Category Code A unique number assigned to a category code
Asset Category Desc. A name assigned to a category. To Edit description double click on
the record to be edited from the list. The record will be populated
into the field, make the necessary changes and click on “Update”
button to update the record.
Asset Category List All the category code in your database
Search By The Search By options will allow you to filter or narrow down your
search result. The options are:
• Code
• Category Desc.
To do a search, click on the field of choice, enter the field
contents.
Click on Save button to save the record.
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Click on “Master – BoM List” tab. This is the masters for “BoM List”
Fields Description
Bill Of Material No. A unique number assigned to a BoM
BoM Desc. A name assigned to a BoM.
Bill Of Material Lists All the BoM in your database
Click on Save button to save the record.
Double-click on any of the BoM number in the list and the screen below will pop up,
where it allows the user to view and modify details on the particular Bill Material List.
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Double-click on any of the record in the list and user can view and modify
details on the particular record. To add new Suppliers/Contractors, click the
“New Supplier” Button and screen below will pop up.
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Fields Description
Supplier No. A unique number assigned to a supplier
Supplier Name The Supplier’s name
Contact Person Name of a person
Designation Designation of the above persons
Address Contractor’s postal or company office address
City City name
State/Province State name
Post/Zip code Postcode
Country Country name
Telephone No. Contractor’s telephone number
Fax No. Contractor’s fax number
Email Contractor’s e-mail address
Services Type of services given by this contractor
Category Tick on “Supplier” if you’re registering a supplier of
Parts or Consumables.
Tick “Contractor” if you’re registering a contractor.
Tick “Both” if they supply and provide contract services
Tick on “In-Active” if no services is being provided by
the current Supplier/Contractor
Click on Save button to save the record.
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Click on “New Location” to add new records. Double click on the location on
the right and you will be able to modify the data. For field explanation please
refer to How To Add A New Location.
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Click on “New employee” to add new records. Double click on the employee on the
right and you will be able to modify the data. For field explanation please refer to
How To Add A New Employee/Requester?
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Click on “New Assets” to add new records. Double click on the assets on the
right and you will be able to modify the data. For field explanation please
refer to How To Add A New Asset.
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Click on “Master – Cost Center” tab. This is the masters for “Cost Center.”
Fields Description
Cost Center No A unique number assigned to a Cost Center
Cost Center Desc. A name assigned to a Cost Center.
Search By The Search By options will allow you to filter or narrow down your
search result. The options are:
• Cost No
• Cost Center Desc.
To do a search, click on the field of choice, enter the field
contents.
Click on Save button to save the record.
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Click on “Master –Job Plan” tab This is the masters for “Job Plan”
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Fields Description
Job Plan No A unique number assigned to a Job Plan No
Job Plan Name A name assigned to a Job Plan Name.
Job Plan Desc. Specify a set of step or work instructions.
Search By The Search By options will allow you to filter or narrow down your
search result. The options are:
• Job Plan No.
• Description
Click on close button to close the screen without saving the record
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Click on “Master –Safety Instruction” tab This is the masters for “Safety
Instruction”
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Fields Description
Safety Inst No A unique number assigned to a Safety Instruction No
Safety Inst Name A name assigned to a Safety Instruction Name.
Safety Inst Desc. Specify a set of safety step or safety instructions.
Search By The Search By options will allow you to filter or narrow down your
search result. The options are:
• Safety Inst No.
• Safety Instruction Description
To do a search, click on the field of choice, enter the field contents
and click “Search” button.
Click on Save button to save the record.
Click on close button to close the screen without saving the record
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To specify a path to backup database before generating PM Work Orders, this allows
user to revert back to the previous state. To provide a path place a check on the
“Backup PM Generation”, then type in the path the backup should be copied. Click
“Save” toe save the lnk. A fresh db with all the previous data will be created in the
specified path named as PLUSDB_(gen date)_(time of generation). During PM
generation a fatal error happens or the dates of the next PM Schedule dates are
wrong and user would like to roll back the generation, replace the current db with
backup db after renaming it to the live db.
Note: Please ensure to delete the backup file if the generation goes smoothly and the
backup is not intended to be used.
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Click on “Master – Misc” tab This is the masters for “Work Status, Work
Priority, Part Location, Work Type, Work Trade, Part Location, Payment
Location, warranty/Contract, Asset Criticality and Asset Status. ”
This master contains default data for CWorks to function. User cannot delete
the existing data but you could add more to it. Data entered into this master
will be saved upon exiting.
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User can receive work request via an email. To use this feature, you need to
configure the system to accept work request via email.
Go to MASTERS module and click on EMAIL CONFIGURATION. The below
configuration follows your email setup.
IMPOTANT Note: Once you download the email into CWORKS work request
module, you would not be able to download again into OUTLOOK or other email
provider.
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PURCHASING
MODULE
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Click on icon on the main menu and a sub menu would pop-up.
Click on “Purchase Order” button and the PO list below will appear.
To open a new Purchase order, click on “NEW PO” button in Figure 157. A
New PO screen will be displayed.
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Clear line
item
To save and
generate Purchase
Order click on
CREATE PO
Fields Description
Purchase Order No. Automatically generated by the system upon saving the record
Ordered by Select from the list the person who ordered the item or services
Requested by Select from the list the person who request to purchase item or
service.
Supplier Select from the list a supplier name
Cost Center Select from the list cost center from where the purchase request
was raised.
Deliver To Select from the list the person to deliver the materials to.
Authorization is set in Administration Module.
Invoice To Select from the list the person to invoice to. Authorization is set in
Administration Module.
Payment terms To identify the payment term of vendor. The payment term can be
defined in Masters.
Delivery charge Delivery charges in currency (If any)
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Fields Description
Order Status System defaults status to "Not Authorised". The current order
status describes which stage the PO is in.
Delivery Status System defaults status to "No Delivery". The current delivery
status describes which stage the delivery is in.
Order Notes User can note any remarks for this PO
Source Select from the list the source of the item, Material or Direct Issue
Part No If source is “Material”, user can select the part number from the
material module.
Description The description of the part selected which is descried in material
module. If source is Direct Issue key-in in the description.
UOM The measurement of the item to be purchased.
QTY The quantity of the item required to buy
Unit Price Pricing of the item supply by the vendor
Disc % Discount given by the vendor (If any)
Line Cost The total amount for the item (Currency)
Workorder No Work order no. related to this Purchase Order. Click on the double
arrow button to get a listing of all the work orders.
Committed Value Total Value for all line item
Discount % Discount for the overall Committed Value (if any)
G.S.T % Gross Sales Tax percentage A preset value can be set in the “Masters -
Misc”, also accepts user defined value.
Delivery Charges Read only value, populated from the field above
Tax % Overall tax for the PO. Value can be preset or a custom value can
be entered. To preset the value go to “Master – Misc”.
Total Automatically calculated;
Total = (Committed Value – Discount) + GST + Delivery Charges
+ Tax
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Items in this
list are at or
below minimal
level. To add
the item to PO,
tick on the
item and click
on ADD to PO.
Figure 159: Purchase Proposal List
User can select which QTY to add into PO Items in this list are at or below re-
either Specified Reorder Qty or Advice order level. To add the item to PO, tick
Reorder Level. on the item and click on ADD to PO.
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Click update
after making
changes to
details to the
line item
Once authorization is set, the user can now authorized Purchase Order by
clicking on “Authorize This PO.”
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The authorized user needs to enter Name & password to authorize a Purchase
Order.
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To do a search in PO, enter the parameter of the search and click “Search”.
A search could be done with multiple parameters for a search.
The search can be sorted by clicking the column header in the list form.
To remove data in a field click on to clear the field.
The "Goods Receipt" screen allows you to record the goods received details.
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Data in the GRN list form can be sorted in ascending or descending order by
clicking the relevant column header.
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This transaction is to receive item by item on this PO. The delivery status will
show the current stage of the PO.
Details from
Purchase Order
Click on the
item to receive
Fields Description
GRN No. The number generated by system to identify the goods receipt
documents.
Received QTY The quantity of the item received from supplier.
Received Date The date when the item received from supplier.
Supp. Inv. No. The number stated on the invoice
Invoice Date Date stated on the invoice
DO No. The supplier delivery order number
Price Default price from Purchase Order
Remarks Notes
Update Receive To save the transaction.
Print Good Receipt Note prior to any transaction
Viewing Transaction of a GRN
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Details from
Purchase order
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Fields Description
GRN No. The number generated by system to identify the goods receipt
documents.
Received Date The date when the item received from supplier.
Supp. Inv. No. The number stated on the invoice.
Invoice Date Date stated on the invoice
DO No Delivery No for goods sent
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Select the item to be cancelled, then click on the cancel item tab.
Fields Description
Cancel QTY The quantity cancelled.
Cancel Date The date the item was cancelled
Reason Reasons to cancel the order
CANCEL Item Click on “CANCEL Item” to save the transaction
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REPORT
MODULE
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12. Reports
Data entered into the system are retrievable in report format, depending on
the type of reports the user needs. Click on the Reports button in the CWorks
Main Menu. The screen below would pop-up and consists of all CWorks
reports. Some reports will ask user to key-in parameters. Click on “Preview”
to view and print the report.
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OTHERS
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There is one file that stores the "CWORKS PRO PLUS" data, which is "
CWorksPlus_db". It is important to backup this file in the event that the
system gets corrupted and to access the data.
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CWorks allows users to set their default font style for all list view. To change
the default font to user defined, go to “Links” on the application menu bar and
click “Font” a form to choose the default font will appear choose the font and
click “save” to save the font selection as shown in Figure 178. Click “close” to
close all form to return to the application.
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Users should repair and compact your file periodically to ensure data integrity
and improve performance. If CWorks is networked and running on multiple
users, before using these system utilities, make sure that the other
applications are closed and no one has the CWorksPlus.mdb file open for edit.
NOTE: Because this utility cannot fix all possible forms of database
corruption, user should backup your CWorksPlus.mdb &
CWorksPlus_db.mdb files regularly to avoid unrecoverable data loss.
This kind of corruption can occur when the system shuts down
abnormally (such as during a power failure).
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1. Depress the “Shift” key and launch CWorksPlus. Do not release the “Shift”
key until CWorks is launched. This will allow you to access the source
codes.
2. At the menu bar click, Tools – Database Utilities – Compact and
Repair database.
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The User ID field will default to “admin”. Enter the administrator password as
set in the Employee Module.
The “Lock” or “Unlock” button will activate according to the current status of
the system. Click the relevant button to change the status of the file.
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To LOCK / UNLOCK the database, key-in the password then press ENTER.
Press LOCK / UNLOCK button.
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A default Access 2000 database file is installed in the CWorks directory with
each installation of CWorks CMMS. CWorks CMMS can also be configured to a
different CWorks data source file in another directory. Upon login into
CWorks, the system will automatically connect to the database in the same
folder. If the system cannot find the database a message would pop-up
requesting for user to connect to the correct database. Empty database :-
CWorksPlus_db.mdb or sample database :- CWorksPlusSample_db.mdb.
User can also change the data link manually from the main program by,
selecting File in the program menu bar and click on DataLink.
The Connect To Data Source utility screen would pop-up. The current
database source is displayed at the top of the screen. To connect to a
database stored in a different directory or different computer within a
network, define the location of the file in “Data Source Location:” field. You
can browse for the file by clicking . . Select or specify the database file
path and click on . A message will appear to confirm that the
connection is successful. To view a sample database, connect to CWorks
Sample Database c:\CWPlus\CWorksPlusSample_db.mdb
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Data Entry
All of these fields have associated description fields, but it is the Key field that
is used by the system to link tables together. In order to make the system as
efficient as possible the following is recommended for all Key fields
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Reporting Options
SQL Reporter. This can used to establish particular reports per site. It is
important to ensure that it is linked to the correct database.
KPI Excel Macro. This reads selected fields from the database by date
range and then uses incorporated pivot tables to sort that data. This could
become a standard monthly Excel report that is submitted by all sites.
WorkLog. Enables easy entry of data on existing WOs and creation and
closing of Breakdown WOs
In CWorks user guide the following terms are used to describe mouse actions
and keyboard functions:
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Action Result
datasheets.
<ESC> Stops a function.
Click on this button to save any changes
Select the month and year from the combo boxes and click on the required
date. The selected date will be carried over to the date field.
To exit the calendar box without selecting a date, just move the mouse
pointer out of the calendar screen boundary and the calendar will exit
automatically. The original date in the field will remain.
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For date fields where time is available for entry, select a date first from the
calendar. The system will default the time to 00:00 hrs. To enter a time, key
in a time in the “Time” field and press “Tab”. The time value will automatically
be joined to the date field. The time can also be amended from the “Time”
field.
Note: The date & time can also be entered manually by keying in the value
directly into the field. Formats (dd/mm/yyyy as opposed to mm/dd/yyyy) will
depend on your Windows Regional Settings.
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1. Choose a
Blank Database
2. Click OK
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• Click on TABLES tab and click SELECT ALL. Repeat this for all the tabs
“QUERIES, FORMS, REPORTS, PAGES, MACROS & MODULES. At the end
click OK.
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• Fill up the STARTUP as per the screenshot below and un-tick all options and
click OK
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• Click the Code icon on the menu bar (refer screenshot below)
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• The VBA code editor will be launched. On the menu bar click Tools –>
References
• The References Table would pop-up. Ensure that the below references are
ticked and click OK
For Microsoft Access 2000 For Microsoft Access 2002 / XP/2003
• Visual Basic For Applications • Visual Basic For Applications
• Microsoft Access 9.0 Object Library • Microsoft Access (10.0/11.0) Object Library
• OLE Automation • OLE Automation
• Microsoft ActiveX Data Objects 2.1 Library • Microsoft ActiveX Data Objects 2.1 Library
• Microsoft DAO 3.6 Object Library • Microsoft DAO 3.6 Object Library
• Microsoft Excel 9.0 Object Library • Microsoft Excel (10.0/11.0) Object Library
• Microsoft Scripting Runtime • Microsoft Scripting Runtime
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• After the system finished compiling the program exit from MSAccess.
• Backup the old CWorks application file “CWorksPlus.mdb” to another
location and rename “CWorksPlusNew.mdb” to “CWorksPlus.mdb”.
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1. Go to Windows Explore
2. Click on CWPlus directory
3. Click once on CWorksPlus_db
4. Press “SHIFT” and do not let go then press “ENTER” once .
5. The below screen would pop-up.
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Data Switch
Server / Main PC
o Step 1
Install CWPLSxxx (main program) into the server/main
computer.
o Step 2
Share CWPLUS directory in the server/main computer. The
database will reside here and all other CWorks program will
need to be connected to this database.
o Step 3
If required, install CWPLSxxx other computers but after
installation delete the database file (file name:-
CWorksPlus_db.mdb) and then do a data link to the server /
main computer database file via your local area network.
o Step 4
Click on CWorks icon on the desktop. Before key-in the user
name & password click on FILE –> Data Link at the menu
bar. In data source location, find for cworkPlus_db.mdb in the
server / main computer via the network and click connect.
Repeat this for all the PC which has CWorks. With this setup,
the system will save all the data into a central database.
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o Step 1
Install “RemoteWorkRequest.exe” into all Requester computers.
o Step 2
Double-Click on the icon labeled “CWSRM” on the desktop.
Before key-in the user name & password click on FILE –> Data
Link at the menu bar. In data source location, find for
cworkPlus_db.mdb in the server/ main computer via the
network and click connect.
Do not install this file into the computers which has the
main program.
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13.16 How To Export Data From CWorks And Import Data Into
CWorks?
1) Go to Windows Explorer
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1) For example you want to Import asset data. (Note : Before importing any data
into CWORKS, ensure that the excel format fields are the same as the CWORKS
table fields)
2) Right click on the WHITE space and choose IMPORT
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4) Click on IMPORT then follow the systems instruction until the end.
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REPORT
WRITER
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14.1 Introduction
The CWorks report writer enables exporting of data from the CWorks CMMS
tables to Microsoft Excel. Filters and criteria’s can be specified within the
report generator. A basic knowledge of SQL statements is required to operate
the report writer.
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A B
E
D
B1 B2 B3 B4
Figure 217: CWorks Smart Report Generator Screen Layout
B Report Title
This area of the screen allows users to insert a custom report header so that
the report is generated with a customized report title.
C Tab Names
Tabs that is available to display the table/queries. All queries would be
displayed under these tabs. The left and right arrows allow the user to scroll
through the tabs available.
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Criteria No. 1
E
This tab displays all the tables/queries that need to be generated in the
report.
B3 Reset Button
Resets all the fields to restart everything again.
B4 Close Button
Closes the application immediately.
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3. Just below the “Criteria #1” tab, there are the check boxes with “Choose
Field for Comparison” above each box. Click the required amount of check
boxes to activate them. In each drop down menu, select the required field
names. Un-check each check box to delete the display starting from the
last check box. Clicking on the “Reset” button will reset everything on this
page.
4. To see the preview of the report to generate, click on the “Preview Report”
button.
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5. After clicking the “Preview Report” button, the “CWorks Smart Report”
generator will minimize and the report preview will pop up.
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B
A
C
D
E
B Date Range
Choose the date range of the field selected. Example is as shown on the
screen details. The date format here is MM/DD/YYYY.
C Month Year
Choose the month and year to acquire the report from that particular month.
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1. Tick the first check box (as shown in A), and select the field required. E.g.
“DateAcquired”. Note: You can choose only one of the check boxes to tick,
either “Date Range” or “Month Year”.
2. Tick the Date Range check box; fill in the dates to generate result for the
report.
3. Tick the check box in D for comparison of the date range with another
field. In this example, the field “Status” is chosen. And in E, the “Status”
is either 1 or 2 depending on what is in the database. This field box acts
as a filter to separate the results in the report.
4. Click on the “Preview Report” button, and the result comes out as follows:
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A
B
E
Figure 214: Save Report
A Report Name
Fill in this area with a suitable name.
Save Report
B
This button saves the report in the generator itself.
C Report List
List of saved reports, and the query named after the name saved.
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B
A
C
B Edit Query
Minimizes the current report generator window and a relationship window will
pop up.
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3. Click on report, and this action will export the options selected into an
Excel formatted file. This new Excel file is called “WorkType_Report.xls”
located in the data source folder.
4. If at the beginning the “Work Order by Month and Work Type” is selected,
it will export the data into another file called “Monthly_Report.xls”.
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CWArchive
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15.1 Introduction
Due to the inherent relationships in the system, only the workorders &
workorderlabor tables are archived.
The first step in the archiving process is to create a new archive database file
from the “live” database. This file must be created using the CWorks
Archiving program. This process creates empty workorders and
workorderlabour tables with all the fields (including customized fields) in the
new archive database file.
Create a new
New
archive database
CWorks CWorks
file.
“live” Archiving
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Connect to the live CWorks database by clicking the browse button next to Data
Source Location and selecting the appropriate file. Click “Connect” to connect to the
selected file. This database file will now be the source for creating the archive file.
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To create the archive file, click on “Create Archive Database” in the main screen
Options.
Specify the filename (example: archive_db.mdb) and location to create/save the new
database file using the screen above.
Click “Save” to create the new file. The message below would pop-upon successful
archive file creation.
Note: This operation may take a few minutes depending on the size of the live
CWorks database.
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Ensure that the program is connected to the live CWorks database (default
name = CWorksPro_db.mdb). This acts as the source database for archiving.
The source database is displayed in the Work Order Archiving screen.
To change the source, click . The Connect to Data Source form would pop-
up. Browse for the live CWorks database and connect to it. The contents of
Note:
1. The properties of the workorders and workorderlabour table in the
destination file must be identical to the source file. If the destination file
does not contain the file will be rejected and you will not be able to
proceed any further. Refer to “Creating an Archive Database File” in this
document for details.
2. Ensure that the source and destination databases are consistent. If
duplicate work order numbers are found when the system compares both
databases, the process will be terminated.
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Specify the work order records received date ranges to be archived. All work
orders where the received data falls within the selected range will be
archived. Click the “Archive” button to archive these work orders.
Archived work order can be restored to the source database by using the
Restore feature. At Options click “Restore”. The Work Order Restoring form
will activate.
clicking .
Specify the work order records received date ranges to be restored. All work
orders from the source database where the received data falls within the
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Note:
1. The properties of the workorders and workorderlabour table in the
destination file must be identical to the source file. If the destination file
does not contain the file will be rejected and you will not be able to
proceed any further. Refer to “Creating an Archive Database File” in this
document for details.
2. Ensure that the source and destination databases are consistent. If
duplicate work order numbers are found when the system compares both
databases, the process will be terminated.
To view Work Order Archiving and Restoring history, click Audit Trail at Options.
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