Introduction and Overview
Getting Started With Agility
Coding Structures
Logging into Agility
The Agility auto-login
The Agility User Environment
Optimise
Modify a Widget
Add a Widget
Remove a Widget
Common Functionality
Global Search
Icons
Viewing Detail Records
Calendar
Up and Down Arrows
Scan Forms
Customisation
Tree Views
Tree View Navigation
View Record Details
Searching Records within a Tree View
Links
Attachments
Document Registry
Local
Shared
URL Link
Multi Select Scan
Menu Options
System Configuration
Users
User Accounts
Adding a User
Themes
KPIs Tab
Permissions Tab
Group Membership
User Menus
User Groups
Charts and Reports
Key Performance Indicators (KPIs)
System Health Monitor
System Data
System Sequence Definitions & Formatting
Transaction Type Sequence Definitions
System Parameters
Cascading Style Sheets
Creating Style Sheets
Import / Export Style Sheet
Audit Trail
Mobile Expert
Mobile Expert Status Translations
Local File
Shared File
Standing Data
System
Calendars
Mail Logs
Checklists
Equipment
Contract Groups
Meter Types
Reading Points
Control Records (Run time PPM)
Asset Statuses
Asset Status Translations
Work Orders
Work Order Type Codes
Work Order Status Codes
Priority Codes
Task Type Codes
Fault Groups
Fault Codes
Fault Code Structure
Labour
Craft Codes
Labour Rates
Shift Patterns
Sample Shift Pattern
Absence Types
Inventory
Units of Measure
Transaction Types
Purchase Order Statuses
Purchase Order Status Flow
Purchase Order Delivery Address
Currency
Exchange Rates
Kits
Dictionary Files
Single Dictionary
Multi Dictionary
Labour Resources
Enquiring on Labour Resources
Creating Labour Records
General
Details Tab
Shifts Tab
Certificates Tab
Absences Tab
PDA Tab
Expert Messages
Enquiring on Equipment Items
Equipment Scan Form
Equipment Structure Tree View
Equipment Bulk Email Changes
Equipment Filter
New Information
Creating Equipment Items
Equipment Detail Form
Equipment Reading Points
Adding Readings
Site Maps (Asset Maps)
Configuring Asset Maps and Hotspots
Certification
Certification Categories
Certificates
Skills Collection
Training Record
New Training Requirement
Legacy Training Record
Training Courses
Booking on a Course
Updating Course Results
Scan & Tree Views
Certificates Tree
Labour by Craft
Introduction to Work Orders
Work Order Detail
Printing Work Orders
Work Order Scan & Tree Views
Work Order List
Work Order Task List
Fault Analysis
Completion Target RAG Scan
Response Target RAG Scan
Work Orders by Job Type
RAG Report
Location RAG Report
Work Order Log on/off
Labour Time Entry (Rapid Time Sheet Entry)
Shift Log
Completing Work Orders and Work Order Tasks
Task Completion form
Work order Completion Form
Completion with work order detail form
Re-Working of Work Orders
Quick Adding a Completed Work Order
Re-Opening Completed Work Orders
Help Desk
Adding a helpdesk request
Enquiring on Help Desk Request
Scheduling
Daily Scheduler
Appointment Scheduler
Asset Based Scheduler
Multi Daily Scheduler
Standard Jobs
Standard Jobs Scan Form
Standard Jobs by Asset Group
Creating Standard Jobs
Creating Work Orders from a Standard Job
Planned Maintenance Work Orders (PPMs)
Relation to Other Schedules
Bulk (UN) Suspend
Run Time Maintenance
Run Time Schedule
Common meter fields
Non absolute (Increasing value) specific meter fields
Absolute Meter Specific Fields
Runtime Examples Using Meters
Resource Booking
Introduction
What Are Resources
Service Contracts
Service Contract Detail
Enquiring on Service Contracts
Contract Work Orders
Suppliers
Enquiring on a supplier
Adding a supplier
Branches
Stores
Inventory Items
Enquiring on inventory Items
Adding an inventory item
Bins
Inventory Movements
Issue to Employee
Issue to Asset
Return to Stock from W/O
Return to Stock from Employee
Return to Stock from Asset
Return to Supplier
Goods Receipt
Stock Transfer
Stock Adjustment
Stock Counts
Creating a new Stock Count
Printing the Stock Count
Filling In Counted Quantities
Processing the Stock Count
Purchasing
Creating Purchase Orders
Automated Purchase Order Generation
Enquiring on Purchase Orders
Purchase Order Approvals
Purchase Order Approval Process
Additional Purchase Order Functions
Purchase Quotations
Generating Purchase Quotations
Selecting Suppliers and Sending
Filling quotation Feedback data from suppliers
Completing the quotation
Accepting / rejecting the quotation
Raising the Purchase Order from Quotation
Closing quotations
Invoices
Assigning Inventory Items to assets
Selecting an Asset and Specifying Spares
Selecting Inventory Items and Specifying the Assets that Use Them
Reporting
Common Filter Criteria
Equipment Range Filter
Standard Job Filter
Date Ranges
General Item Range Filters
Report Display Options
Report Sort Order
Report Output
Equipment Reports
Equipment List
Pareto Analysis
Equipment Averages
Equipment Aggregates
Period Equipment Performance
Equipment Breakdown
Equipment MTBF
PPM's And Standard Jobs
Standard Job review
Cost Code Analysis
Overdue Work Orders
Due Date Performance
Maintenance Efficiency
Selective Work Orders
Work Order Priority
Current Load Status Analysis
Work Schedule Planner
Downtime Analysis
Gross Load Status Analysis
Performance by Priority
Number of Jobs Analysis
Labour Utilisation by Job Type
Labour Utilisation by Pay Rate
Labour Resource Workload
Labour Utilisation by Work Order
Stock Replenishment
Stock Valuation
Inventory Usage
Certification Reports
Employee by Certificate Categories
Employee by Skill Collections
Course Planner / Certificate Expiry
Dashboards
Standard Dashboard
Summary Tab
Work Orders Tab
Equipment Tab
Pareto Tab
Labour Tab
Stock Tab
SLA Tab
System Tab
Enhanced Dashboard
Metrics
Metrics - Asset Costs Tab
Costs Tab