Course Descriptions

At the end of this eLearning event you will have an understanding of the TMS OnSite and TMS OnLine screen layouts and how and why you would set various defaults and options, query for data, setup Resources and Department modules, enable Alerts, create and modify system codes, and use the help menu.

Topics include:

Screen layouts & navigation                    Understanding Queries                    Data area and Fixed data                    Validated fields                    Tabbed forms                    Icons                    General options                    General setup                    Custom labels                    Enable Alerts

Create new Resources                    Resources edit and query screens                    Resource time charges                    Resource setup                    Create new Departments                    Department edit and query screens                    Customer Care Center (CCC)                     OnLine Help

    Available session dates and times are available under the Proposed Times drop-down on the Registration Form.
    
Registration Form

Assets and Vendors 

At the end of this eLearning event you will understand how to create vendors and add new assets, modify existing assets, create asset groups, modify asset groups, create a saved query for an asset, and preview asset reports in TMS OnSite and TMS OnLine.

Topics include:

Asset and Vendor concepts                    Create new and modify existing Assets                     Use the Asset contact and WO create wizards                    View asset history                    Track Asset downtime                    Track Asset contracts                    Use Asset document upload                    Create new Asset Groups

Understand Asset Queries                    Use the Asset Risk Manager                    Duplicate assets                    Create new vendors                    Use Asset module setup                    Add modules to vendors                    Understand Vendor Queries                    Use Vendor Module Setup

    Available session dates and times are available under the Proposed Times drop-down on the Registration Form.
    
Registration Form

 

Preventive Maintenance, Planned Events & Tasks 

At the end of this eLearning event you will understand important PM/PE concepts, how to add new PM/PE schedule information, use assignment and duplicate wizards, use manual PM/PE generation, set up PM/PE automatic generation, setup PM forecasting, and much more in TMS OnSite and TMS OnLine.

Topics include:

PM and PE concepts                    Create new PM schedules                    Modify existing PM schedules                     PM edit and query screens                    Add tasks, resource assignments, and exceptions to PM and PEs                    Duplicate PM & PE Templates                    Use the PM & PE Assignment Wizards                    Use the PM & PE setup                    Use PM Forecasting

Use Manual PM/PE generation                    Setup Automatic PM/PE generation                    Set up exceptions for PMs & PEs                    Create new and modify existing Tasks                    Add Materials to Tasks                    Create Sub Tasks and Check Items                    Duplicate Tasks                    Create Task Groups                    Use Task Setup

    Available session dates and times are available under the Proposed Times drop-down on the Registration Form.
    
Registration Form

 

At the end of this eLearning event you will understand how to add new service calls and corrective work orders, modify existing work orders, use the work order assignment and duplicate wizards, retrieve information using standard, advanced, and saved queries, and preview and print work order reports in TMS OnSite and TMS OnLine.

Topics include:

Work Order Process                    Work Order Concepts                    Create new Work Orders                    Assign Resources to Work Orders                    Add Tasks to Work Orders                    Charge Time and Materials to Work Orders                    Parent/Child Work Orders                    Use Work Order Document Upload                    Printing Work Orders                    Set up Requesters for Work Orders

Work Order Completion Process                    Work Order Completion Wizard                    Work Order Quick Close Pages                    Work Order Quick Close Setup                    Use the Work Order Duplication Wizard                    Use the Work Order Assignment Wizard                    Understand Work Order Queries                    Use Work Order Setup                    Understand Work Order Status Change Authorizations

    Available session dates and times are available under the Proposed Times drop-down on the Registration Form.
    
Registration Form

 

Reporting - Basic 

At the end of this eLearning event you will understand the differences between ad hoc, complete, and prompt reports in TMS OnSite and TMS OnLine. You will also be able to create quick reports and email reports.

Topics include:

Powerful report concepts                    Report options and defaults                    Power and usage of saved queries                    Difference between adhoc and complete Quick reports                    Create new, ad hoc, and complete Quick reports                    Modify report properties

Format field values                    Duplicate a report                    Report edit and query screens                    Create new Email reports                    Report security                    My Favorite reports                    Report setup                    Execution of standard reports                    Understand Cross Tab Reporting

    Available session dates and times are available under the Proposed Times drop-down on the Registration Form.
    
Registration Form

 

Reporting - Advanced Reports 

At the end of this eLearning event you will understand the basics of Advanced reports and be able to create and execute complete and prompt Advanced reports in TMS OnSite and TMS OnLine.

Prior database relationship knowledge is required.

Topics include:

Difference between complete and prompt Advanced reports                    Create new Advanced reports                    Modify report properties                    Format field values                    Use the hidden field and prompt field check boxes                    Understanding Cross Tab Reporting

Use the data tab in the field format to default field values                    Report security                    My Favorite reports                    Report setup                    Report duplicate                    Email Reports

    Available session dates and times are available under the Proposed Times drop-down on the Registration Form.
    
Registration Form

 

At the end of this eLearning event users will understand the meaning of contracts and applying contracts within TMS.  Users will also learn about the three different types of contracts:  Customer, Sub-Contract and Vendor Contract.

    Topics include:

Create new and modify existing Contracts                    Add Assets to Contracts                    Add Terms to Contracts                    Duplicate Contracts                    Use the Contract Terms Template                    Create new Contracts from the Asset Screen

View Contract information from the Asset screen                    View Contract information from the Work Order screen                    Understand Contract Queries                    Create and modify customers                    Contract Setup                    Customer Setup

    Available session dates and times are available under the Proposed Times drop-down on the Registration Form.
    
Registration Form

 

At the end of this eLearning event you will have an understanding of the TMS OnSite and TMS OnLine Tools Menu and Diagnostic Center, including which wizards and tools can be used to modify, delete and update data within the system.

    Topics include:

Understanding the Diagnostic Center                    Enabling Performance Log Tracking                    Asset Mass Edit                    Asset PM Copy Wizard                    Asset Delete Wizard                    Asset PM Merge                    Asset Import Wizard

PM Data Update                    PM Template Mass Edit                    PM Delete Wizard                    PM Rollback                    Task Delete Wizard                    Report Import Wizard                    Code Merge Utility                    ECRI Institute (Partners)

    Available session dates and times are available under the Proposed Times drop-down on the Registration Form.
    
Registration Form
    

 

Create new Web Request pages for Work Orders                    Create new Web Request pages for WOs and assets                    Use the Web Request Duplication Wizard                    Enter a Work Order from Web Request                    Query for WOs from Web Request                    Enter an Asset from Web Request                    Query for Assets from Web Request

Printing from Web Request                    Create an Auto Print Profile for Web Request                    Using Web Request Setup                    Create new Email Response                    Edit an Email Response                    Create a new Survey                    Edit an existing Survey                    Send a Survey from a Work Order                    View Survey Results                    Using Survey Setup

    Available session dates and times are available under the Proposed Times drop-down on the Registration Form.
    
Registration Form