MN Express en 01

Navaltik Management
Version: 02, 19/02/2018

[Mn_Express_EN_02.docx]
ManWinWin Express – User Manual
Index
1. Record a Maintenance Item .................................................................................................................................................................................. 3
2. Item’s Running Records .......................................................................................................................................................................................... 6
Option 1: Real running records .......................................................................................................................................................................... 6
Option 2: “Fixed” Average Daily Running ...................................................................................................................................................... 7
3. Fuel Supply Record (Direct Application) .......................................................................................................................................................... 8
Option 1: Record directly on an Item .............................................................................................................................................................. 8
Option 2: Record through a Cost Document ............................................................................................................................................... 9
4. Create a Standard Work Description on Library ........................................................................................................................................ 10
5. Create a Maintenance Plan for an Item ......................................................................................................................................................... 11
6. Repeat a Maintenance Schedule ...................................................................................................................................................................... 12
7. Repeat Maintenance Plans ................................................................................................................................................................................. 13
8. Create Preventive Maintenance/Systematic Work Orders (WO) ......................................................................................................... 14
9. Create Repair/Corrective Work Orders .......................................................................................................................................................... 16
10. Issue, Terminate and Close a Work Order (WO) ..................................................................................................................................... 18
11. Reverse Work Order Status .............................................................................................................................................................................. 21
12. Record an Accounting Cost Document ...................................................................................................................................................... 22
13. Record an Internal Cost Document .............................................................................................................................................................. 23
Example: Record a cost document of type MTR - Material Record ................................................................................................. 23
14. Plan/Estimate Man-Hours (MH) ..................................................................................................................................................................... 24
Option 1: On a Standard Work Description of the Library .................................................................................................................. 24
Option 2: On a Maintenance Schedule of a Item’s Maintenance Plan ............................................................................................ 25
Option 3: On a Work Order .............................................................................................................................................................................. 26
15. Plan/Estimate Stock Items (Material) ........................................................................................................................................................... 27
Option 2: On a Maintenance Schedule of a Maintenance Plan ......................................................................................................... 28
16. Plan/Estimate outsourcing services (Other) .............................................................................................................................................. 30
Option 2: On a Maintenance Schedule of a Maintenance Plan ......................................................................................................... 31
17. Record performed Man-Hours (MH Record) ............................................................................................................................................ 33
Option 1: On Tools button ................................................................................................................................................................................ 33
Option 3: On a Cost Document ...................................................................................................................................................................... 35
Navaltik Management, Lda. 1 February 2018

18. Record consumed Stock Items (Materials Record – Direct Application) ....................................................................................... 36
19. Record contracted services (Other Record)............................................................................................................................................... 39
20. Record Materials/Stock Items on the Master Articles ........................................................................................................................... 42
21. Create Reading Parameters ............................................................................................................................................................................. 45
22. Create Reading Points (for a Reading Parameter) .................................................................................................................................. 46
23. Record the reading of a Reading Point ....................................................................................................................................................... 47
Option 1: Record a new reading on the Reading Points window of an item ................................................................................ 47
Option 2: Record a new reading on the Readings tab of a WO......................................................................................................... 48
24. Define Required Time (RQT) ............................................................................................................................................................................ 49
25. Define Operating Time (OPT) .......................................................................................................................................................................... 50
26. Record Down Time (direct record) ................................................................................................................................................................ 51
27. Create the FMEA Tree – Failure Modes ....................................................................................................................................................... 52
Option 1: On the Failure Modes window .................................................................................................................................................... 52
Option 2: By completing Diagnosis and Work Descriptions tabs on the WO ............................................................................... 54
28. Create a Simple Indicator ................................................................................................................................................................................. 56
29. Create a Compound Indicator ........................................................................................................................................................................ 59
30. Edit values on a Manual Parameter .............................................................................................................................................................. 62
31. Create Maintenance Budgets .......................................................................................................................................................................... 64
32. Consult Budget Control ..................................................................................................................................................................................... 65

1. Record a Maintenance Item
Example: BO - Boiler object type record
Step 1: Open the New Item window
1. Select Plant module

2. Select Organization
3. Click on New
Step 2: Fill the header and complete the Identification tab
1. Click on “…” and select the Object Type

2. Fill the Description
3. Select the Identification tab
4. (optional) Select a Father object (object that
is hierarchically above of this) if applicable
5. Select a System
6. Select a Cost Center or a Client
7. (optional) Select a Location
8. (optional) Select an Operator
9. (optional) Select a Supplier
10. (optional) Attach a Picture and a File

Step 3: (optional) F ill the Specifications tab with technical information required for the selected object
type (previously define d on the Configuration settings)
1. Select the Specifications tab

2. Fill the Specifications of the specific Item
Step 4: (optional) Fill the Operational Data tab
1. Select the Operational Data tab

2. If the RQT (Required Time) and the OPT (Operating Time) are independent from those defined for the
System in which the Item is coordinated, these options should be picked
3. If applied, the daily running (hours, cycles, kms,…) of an object can be calculated by:
a) Indicating the (fixed) Average Daily Running on ADR field
or
b) Selecting the Compute based on Records option and then register the Running Records manually
In both cases, the object operating Unit should be selected
4. Button to Restart Counter
5. If applied, select the Item Counter (for cases in which the items do not have their own running counter, and
you still want to register running records, based on the selected Item Counter)
6. Informative and optional field. If intended can be selected and filled the Warranty information
7. Informative and optional field. If intended can be selected and filled the Maintenance Contract information

Step 5: (optional) Complete the Complementary Information tab
1. Select the Complementary Information tab

2. The Coding Type option allows to filter/group Objects and active some fields:
Plant: default
Vehicle: active Fleet Card and Green Card fields
MME: active Calibration Status field (MME – Monitoring and Measuring Equipment)
3. It is possible to choose the main code that identifies the Item; the fields “User Code No. 1”
and “User Code No. 2” denomination can be customized on: Preferences / Plant tab
4. Select the Item Criticality
5. Select the Inactive option to deactivate an Item
6. The Family field is another way of group/filter items
7. Link the Fuel used by this Item. It should be previously created on the Materials module
8. Informative field available to EMM Items
9. Informative fields available to Vehicle Items
Step 6: (optional) Notes tab for free text
1. Select the Notes tab

2. Edit free text
3. Click OK to save

2. Item’s Running Records
Option 1: Real running records
Step 1: Select the “Compute based on R ecords” option on item’s Operational Data tab
Open the Item form:

1. Select the Operational Data tab
2. Select the Compute based on Records option
3. Click OK to save
Step 2: Register Item’s Running Records

2. Select the Item
3. Right click → Records → Running Record

1. Click on New
2. Select record’s Date and Time
3. Fill the Partial Record field
4. Click on OK to save
Option 2: “Fixed” Average Daily Running
Step 1: Fill the ADR field on Item’s Operational Data tab
Open the Item form:

1. Select Operational Data tab
2. Fill the ADR field
3. Click OK to save

3. Fuel Supply Record (Direct Application)
Option 1: Record directly on an Item
Step 1: Open the Fuel Supply Record window

2. Select the Item
3. Right click → Records → Fuel Supply Record
Step 2: Register the Fuel Supply Record
1. Click on New
2. Activate the Direct Application option
3. Select the Cost Document
4. Confirm the Operator, Fuel and Item
6. Fill the item’s Partial Record and the Quantity of fuel
7. Select the cost Account
8. Click OK to save

Option 2: Record through a Cost Document
Step 1: Open the Cost Document window
1. Click on New
2. Select Fuel Supply Record option
Step 2: Register the Fuel Supply Record
1. Activate the Direct Application option

2. Select the Item and confirm the Operator and Fuel
4. Fill the item’s Partial Record and the Quantity of fuel
5. Select the cost Account
6. Click OK to save

4. Create a Standard Work Description on Library

Example: Create a Standard Work Description for BO - Boiler object type
Step 1: Open the Standard Work Description Library
1. Click on Configuration icon

2. Click on Work Orders
3. Select Standard Work Description Library
Step 2: Create a new Standard Work Description
1. Click on New
2. (optional) Select the Item Type on “…” button
3. If an item type had been selected, the Code is automatically generated;
If not, this field is free
5. Define the estimated duration for this standard work (in hours)
6. (optional) Select the Work Description type
7. Select the Criticality level
8. In the Tasks tab, you can describe the tasks to be realized
In the other tabs (Man-Hours, Stock Items, Other, Documents) you can
estimate/attach all the resources for this work:
 Man-Hours and its cost
 Materials and its cost
 Suppliers and its cost
 Documents with relevant information for this work
th th th
(check 11 , 12 and 13 chapters of this manual)
9. Click OK to save. Repeat this procedure as many times as necessary.

5. Create a Maintenance Plan for an Item
Note: Maintenance Plan (MP) = group (the list/the group) of all Maintenance Schedules (MSch)
Example: Define a MSch of item’s maintenance plan (MP without maintenance cycle)
Step 1: Open the Item’s Maintenance P lans window

2. Select the Item
3. Right click → Maintenance Plans
Step 2: Create a new Maintenance S chedule (MSch)
1. Click on New
2. Select the Work Type
3. Select Work Descriptions tab to visit the
Standard Work Description Library
4. Fill the Description for the MSch
5. Click on New and choose Work
Description Library option. Select all the
standard works you want to import to the
MSch
6. It is possible to show/hide the tasks of
the standard works descriptions imported
If there was no Standard Work
Descriptions at the Library:
a) Create a new one now:
Click on New → New Work Description
b) Use the Tasks tab to describe the work,
use the Man-Hours tab to estimate MH
7. Pick the work descriptions you want to stablish Library Connection. If this feature is
and its costs, use the Stock Items tab to
picked you can edit in the library the work and all the maintenance plans that
estimate materials and its costs, use the
have that work will be automatically updated
Other tab to estimate suppliers and its
8. Edit the Periodicity of the work based on Calendar and/or Records (running records)
costs and estimate the duration of the
9. Once we are creating a MP without maintenance cycle the Next MSch is itself
work (in hours)
Click OK to save. Repeat this procedure as many times as necessary.
6. Repeat a Maintenance Schedule
Example: Repeat a MSch from an item to another item of the same object type
Step 1: Open the Maintenance P lans window of the original item

2. Select the Item
Step 2: Repeat a Maintenance Schedule
1. Select the MSch to repeat

2. Click on Repeat and choose Maintenance Schedule option
3. Click on Item and choose the item for which you want to repeat the MSch
(if you wish, you can make some changes)
4. Click OK to save

7. Repeat Maintenance Plans
Example: Repeat a complete MP for an item to one or more items of the same object type
Step 1: Open the Maintenance P lans window of the origin item

2. Select the Item
Step 2: Repeat the Maintenance Plan
1. Click on Repeat and choose Maintenance Plans option

2. Select the MSch that you want to repeat
3. Click on New and select the items, of the same type,
to which you want to copy the MP
4. Click on Repeat
5. Click Yes to confirm the operation

8. Create Preventive Maintenance/Systematic Work Orders (WO)
Notes:
Nr. of systematic WO = Nr. of MSch that compose a MP (MP without maintenance cycle)
Nr. of systematic WO = Nr. of maintenance cycles that compose a MP (MP with maintenance cycle(s))
Step 1: Open the Work Orders window of the item

2. Select the Item
3. Right click → Work Orders
Step 2: Create a new Work Order (WO) and fill the Origin tab
1. Click on New
2. Select the MSch previously prepared that
supports this WO. The information contained in
that MSch is automatically imported to the WO
3. (optional) Select the internal or external
Performer/Manager

Step 3: Fill the Management tab
1. Select the Management tab

2. Select the Start/End Scheduled Date and Time
and/or the Running Record
3. Click OK to save
Repeat the procedure to create the number of
WOs required by the Item’s Maintenance Plan

9. Create Repair/Corrective Work Orders
Note: Record a breakdown event
Step 1: Open the Work Orders window of the item to be repaired

2. Select the Item
3. Right click → Work Orders
Step 2: Create a new Work Order, type a Description and fill the Origin tab
1. Click on New
2. Type a Description
3. Select the Work Type
4. Indicate the estimated repair time (in hours)
5. (optional) Select the internal or external
Performer/Manager

Step 3: Fill the Management tab
1. Select the Management tab

2. Select the Start/End Scheduled Date and Time
3. Click OK to save

10. Issue, Terminate and Close a Work Order (WO)
Example: Issue and terminate a WO (of any work type)
Step 1: Open and Issue a Scheduled WO
1. Click on Issue
2. Indicate the Issued and Start Date and Time
3. Click OK to save

Step 2: Terminate a WO
If you are using (standard) Work Descriptions,

before terminating a WO you should:
1. Select the Work Descriptions tab
2. Pick the performed tasks
To add some notes to each Work Description:
3. Select the work description row
4. Click on Show Work Description button
5. Write the Notes
6. Click on Terminate

1. Indicate the End Date and Time

2. On Tasks tab you can write on the performed tasks text box
3. Impute the performed Man-Hours, Stock Items and Other services
4. On Documents tab you can attach documents to the WO
5. Click OK to save
Note: When you terminate a systematic work order, it is automatically created the following one, based on the
periodicity which is defined on the Maintenance Schedule (of the Item´s Maintenance Plan)
Step 3: Close a WO
1. Click on Closing
2. Click OK to save
3. Click Yes to confirm the operation

11. Reverse Work Order Status
Step 1: Select a WO and reverse WO status
1. Select Work Orders module

2. Select the Item
3. Right click → Reverse WO Status
4. Click Yes to confirm

12. Record an Accounting Cost Document

Example: Record a cost document of type INV - Invoice
Step 1: Open the New Cost Document window
1. Select the Costs module

2. Select the Costs - Cost Document view
3. Select the Document Types
4. Click on New
Step 2: Fill the New Cost Document form
1. Select the Doc. Type

2. Fill the Doc. Ref.
3. Select the Date
4. The Ref.01 and Ref.02 fields are free and their names can be changed on Configuration
button (please consult Configuration user’s manual)
6. (optional) Select the Supplier
7. (optional) Select the Purchase Order
8. For an Accounting Cost Document the Total Amount is Fixed (please consult Configuration
user’s manual), so you can already fill the Amount, VAT Amount and Total fields
9. Click OK to save

13. Record an Internal Cost Document
Example: Record a cost document of type MTR - Material Record
Step 1: Open New Cost Document window
1. Select the Costs module

2. Select the Costs - Cost Document view
3. Select the Document Types
4. Click on New
Step 2: Fill the New Cost Document form
1. Select the Doc. Type

2. Fill the Doc. Ref.
3. Select the Date
4. The Ref.01 and Ref.02 fields are free and their names can be changed on Configuration
button (please consult Configuration user’s manual)
6. For an Internal Cost Document the Total Amount is not Fixed (please consult
Configuration user’s manual), so you should not fill the Amount, VAT Amount and Total
fields. These fields are automatically updated when cost items were recorded
7. Click OK to save

14. Plan/Estimate Man-Hours (MH)
Option 1: On a Standard Work Description of the Library
Step 1: Open the Standard Work Description window on the Library
1. Select the Standard Work Description

2. Click on Open
3. Select Man-Hours tab
4. Click on New
Step 2: MH Estimate record
1. Select the Function of the worker that should do the job

2. Indicate the estimated MH effort
3. Edit/confirm the estimated MH Cost
4. Select the Cost Account
5. Click OK to save

Option 2: On a Maintenance Schedule of a Item’s Maintenance Plan
Step 1: Open a MSch window of an item
1. Select the Maintenance Schedule

2. Click on Open
3. Select Man-Hours tab
4. Click on New

5. Click OK to save

Option 3: On a Work Order
Step 1: Open a WO window
1. Select Man-Hours tab on WO window

2. Click on New at Planned level

5. Click OK to save

15. Plan/Estimate Stock Items (Material)
Step 1: Open the Standard Work D escription window on the Library

2. Click on Open
3. Select Stock Items tab
4. Click on New
Step 2: Material Estimate record
1. Select the Stock Item

2. Indicate the Quantity
3. Edit/confirm the estimated Unit Cost
5. Click OK to save

Option 2: On a Maintenance Schedule of a Maintenance Plan

2. Click on Open
3. Select Stock Items tab
4. Click on New

5. Click OK to save

1. Select Stock Items tab on WO window


5. Click OK to save

16. Plan/Estimate outsourcing services (Other)
Step 1: Open the Standard Work Description window on the Library

2. Click on Open
3. Select Other tab
4. Click on New
Step 2: Other Estimate record

2. (optional) Describe the service
3. Fill the Estimated Cost
5. Click OK to save

Option 2: On a Maintenance Schedule of a Maintenance Plan

2. Click on Open
3. Select Other tab
4. Click on New

5. Click OK to save

1. Select Other tab on WO window


5. Click OK to save

17. Record performed Man-Hours (MH Record)
Option 1: On Tools button
Step 1: Open the MH Record window
1. Click on Tools
2. Select Records → MH Record
Step 2: Register the MH record
1. Click on New
2. Select or confirm the Cost Doc. associated with the Employee
selected (ignore this step if you are not using Cost Documents)
3. Select or confirm the Employee (Account and MH Cost fields will be
automatically filled)
4. Indicate the Date and the Start and End hours (MH Effort and Cost
fields will be automatically filled ; you can also apply a Factor to the MH
effort or edit the MH cost)
5. Select where to allocate/impute the MH: WO, Item or simply to a Cost
Center (or Client)
6. Select or confirm the Cost Account
7. Click OK to save

1. Select Man-Hours tab on WO window

2. Click on New at Performed level
1. Select or confirm the Cost Doc. associated with the Employee

selected (ignore this step if you are not using Cost Documents)
2. Select or confirm the Employee (Account and MH Cost fields will be
automatically filled)
fields will be automatically filled ; you can also apply a Factor to the
MH effort or edit the MH cost)
5. Click OK to save

Option 3: On a Cost Document
1. Click on New
2. Select MH Record option
1. Select or confirm the Employee (Account and MH Cost fields will

be automatically filled)
fields will be automatically filled ; you can also apply a Factor to the
MH effort or edit the MH cost)
3. Select where to allocate/impute the MH: WO, Item or simply to a
Cost Center (or Client)
5. Click OK to save

18. Record consumed Stock Items (Materials Record – Direct Application)
Step 1: Open the Materials Record window
1. Click on Tools
2. Select Records → Materials Record
Step 2: Register the Material Record
1. Click on New
2. Select Direct Application option
3. Select or confirm the Cost Doc. (ignore this step if
you are not using Cost Documents)
5. Indicate the Date and Time
7. Edit or confirm the Unit Cost and VAT (can be 0%)
8. Select where to allocate/impute the Material: WO,
Item or simply to a Cost Center (or Client)
10. Click OK to save

1. Select Stock Items tab on WO window


2. Select or confirm the Cost Doc. (ignore this step if
you are not using Cost Documents)
8. Click OK to save

1. Click on New
2. Select Materials Record option

6. Select where to allocate/impute the Material: WO,
Item or simply to a Cost Center (or Client)
8. Click OK to save

19. Record contracted services (Other Record)
Step 1: Open the Other Record window
1. Click on Tools
2. Select Records → Other Record
Step 2: Register the Other Record
1. Click on New
2. Select or create the Cost Doc. (ignore this step
if you are not using Cost Documents)
4. Fill the Item and Description fields
5. Indicate the Date
6. Edit or confirm the Cost and VAT (can be 0%)
7. Select where to allocate/impute the Material:
WO, Item or simply to a Cost Center (or Client)
9. Click OK to save

Step 1: Open the WO window
1. Select Other tab on WO window

1. Select or create the Cost Doc. (ignore this step

if you are not using Cost Documents)
7. Click OK to save

1. Click on New
2. Select Other Record option

4. Select where to allocate/impute the Material:
WO, Item or simply to a Cost Center (or Client)
6. Click OK to save

20. Record Materials/Stock Items on the Master Articles
Step 1: Open the new Stock Item window
1. Select Materials module

2. Select Materials - Master Articles view
3. Select Stock Item Coding Standard
4. Click on New
Step 2: Fill the header a nd the Identification tab
1. Select the Structured Item Code (click on

“…” to visit the Stock Item Coding Standard)
2. Select or edit the movement Unit of the
Stock Item
3. Edit the Unit Cost
5. Add a picture (optional)

Step 3: Fill the Coding tab
1. Select the Coding tab

2. Choose which is the active code: Structured
Code, Manufacturer Code or External Code
Step 4: Fill the Specifications tab
1. Select the Specifications tab

2. Fill the specifications defined for the sub-family
to which the Stock Item belongs

Step 5: Fill the Stores tab
1. Click on Stores tab

2. Indicate in which Store(s) the Stock Item exists
Note: This tab is only used by users who are
managing stock levels of the Stock Items with the
application.
Step 6: Fill the Notes tab
1. Click on Notes tab

2. (optional) Free texting field
3. Click OK to save

21. Create Reading Parameters
Example: Create the Temperature reading parameter
Step 1: Open the Reading Parameters window
1. Click on Configuration button

2. Click on Plant
3. Click on Reading Parameters
Step 2: Record the new Reading Parameter
1. Click on New
2. Fill the Code
4. Fill the Unit
5. Click OK to save

22. Create Reading Points (for a Reading Parameter)

Example: Create a reading point for Temperature parameter on an item
Step 1: Open the Reading Points window

2. Select the Item
3. Right click → Reading Points
Step 2: Create the new Reading Point on the item
1. Click on New
2. Select the Parameter
3. Fill Minimum, Maximum, Alarm 1, Alarm 2 fields
4. Click OK to save

23. Record the reading of a Reading Point
Option 1: Record a new reading on the Reading Points window of an item
Step 1: Open the New Reading window of a Reading Point and record the reading
1. Select the Parameter row for which you want to

record the reading
2. Right click on the records area and click on New
3. Indicate the Record
4. Click OK to save

Option 2: Record a new reading on the Readings tab of a WO
Step 1: Open the WO window and select the Reading s tab
1. Select the Readings tab

2. Click on New
3. Select the Parameter row
4. Click on Go To
Step 2: Open the Reading window of a Reading P oint and record the reading
1. Select the Parameter row for which

you want to record the reading
2. Click on Open
3. Indicate the Record
4. Click OK to save

24. Define Required Time (RQT)
Example: Setting operation Required Time of an item
Step 1: Open the Required Times window

2. Select the Item
3. Right click → Times → Required Time
Step 2: Create the New Required Time of the item
1. Click on New
2. Select the Date from which this
RQT is accounted by the application
3. Edit the schedule (Start and End) or
the Required Time (RQT Day) for the
week (from Monday till Sunday)
4. Click OK to save

25. Define Operating Time (OPT)
Example: Setting Operating Time of an item
Step 1: Open the Operating Times window

2. Select the Item
3. Right click → Times → Operating Time
Step 2: Create the New Operating Time of the item
1. Click on New
2. Select the Date from which this OPT is
accounted by the application
3. Select the intended option. In this case,
OPT=RQT-DTRM:
RQT - Required Time
DTRM - Down Time Related to Maintenance
4. Click OK to save

26. Record Down Time (direct record)
Example: Direct Down Time record of an item
Step 1: Open the Down Time window

2. Select the Item
3. Right click → Times → Down Time
Step 2: Create the New Down Time for Object
1. Click on New
2. Pick on Down State column all the levels that undergo down
time (only the item, or the item and the levels above)
3. Edit on From and To columns the date and time of down time
4. Click OK to save

27. Create the FMEA Tree – Failure Modes
Option 1: On the Failure Modes window

Example: Create the FMEA Tree for BO - Boiler item type
Step 1: Open the Failure Modes window

2. Click on Tools button
3. Select Failure Modes
Step 2: Create the FMEA Tree for each Component of each Item Type
Note: The list/tree of item types and their components were previously created on Configuration button (see
Configuration user’s manual)
1. Select on the tree the Component for which

you want to develop the FMEA tree
2. Click on New
3. Select the Symptom intended (or create a new
one by clicking on New on Symptoms window)
4. Click on Go To

1. Select on the tree the Symptom for which

you want to develop the FMEA tree
2. Click on New
3. Select the Cause intended (or create a new
one by clicking on New on Causes window)
4. Click on Go To
Step 3: Link the Corrective Action(s)
1. Select on the tree the Cause for which you want to develop the FMEA tree
2. Click on New
3. Select the Standard Work Description intended (or create a new one by
clicking on New on Standard Work Description Library window)
4. Click on Go To

Option 2: By completing Diagnosis and Work Descriptions tabs on the WO
Example: Create the FMEA Tree for PU - Pump item type
Step 1: Fill the Diagnosis tab (when you are registering a WO)
1. Select the Diagnosis tab

2. Select Component, Symptom and Cause
Step 2: Fill the Work Descriptions tab (when you are registering a WO)
1. Select the Work Descriptions tab

2. Click on New and it appears 3 options:
a) Work Description Library: access to the Standard Work
Descriptions Library, to choose a Standard Work Description already
created or to create a new one
b) New Work Description: allows to create a new Standard Work
Description on the Library
c) Failure Modes: access to the FMEA tree, to select corrective

actions for the diagnosed situation
Assuming that, for the diagnosed situation, there is still no
Standard Work Description on the Library neither corrective
actions on the FMEA tree, select New Work Description option

1. Fill the Code

3. Fill the Plan.TM (H)
4. Select New Standard Work Description option, if you want
this Work Description saved in the Library
5. Describe the tasks to be realized on the Tasks tab
In the other tabs (Man-Hours, Stock Items, Other, Documents)
you can estimate/attach all the resources for this work:
 Man-Hours and its cost
 Materials and its cost
 Suppliers and its cost
 Documents with relevant information for this work
(check 11th, 12th and 13th chapters of this manual)
6. Click OK to save
Step 3: Check the automatic development of the FMEA tree (after terminate the WO)

2. Click on Tools button
3. Select Failure Modes
4. Check the developed tree (item type + component + symptom
+ cause) and their corrective action(s) (work description) to the
diagnosed situation registered on the WO

28. Create a Simple Indicator

Example: Create the MTBF – Mean Time Between Failures indicator
Step 1: Open the Technical Indicators window
Note: The process of creating indicators is equal for any indicators type (economic, technical, organizational or
custom)
1. Select Dashboard module
2. Click on Indicators button
3. Select Technical Indicators
Step 2: Create the new simple Technical Indicator
1. Click on New / Simple

2. Fill the Code
4. Select the indicator’s Analysis Period
5. Fill the Year (if that was the option selected on Analysis Period)
6. Select the indicator’s Indicator Result
7. Choose the option for which the indicator you want to calculate is
Applied (if you choose Systems, Items, Cost Centers or Clients, click on
New and select what you want)
8. Click on Formula to edit the indicator’s formula

Step 3: Edit the Technical Indicator’s formula
For this example:

1. Click on Automatic Parameters
2. Select OPT - Operating Time (double click)
3. Click on division sign
4. Click on Automatic Parameters
5. Select NFA - Number of Not Planned WO
(double click)
6. Click on OK

Step 4: Compute the Technical Indicator
1. Click on Compute
2. Click OK to save

29. Create a Compound Indicator
Example: Create the indicator that compute the percentage of pump 1 corrective work orders versus pump 1 and 2
corrective work orders
Step 1: Open the Custom Indicators window
Note: The process of creating indicators is equal for any indicators type (economic, technical, organizational or
custom)
1. Select Dashboard module
2. Click on Indicators button
3. Select Custom Indicators
Step 2: Create the new compound Custom Indicator
1. Click on New / Compound

2. Fill the Code
4. Select the indicator’s Analysis Period
5. Fill the Year (if that was the option selected on
Analysis Period)
6. Select the indicator’s Indicator Result
7. Click on Formula to edit the indicator’s formula

Step 3: Edit the Compound Custom Indicator’s formula
For this example:

1. Open parenthesis 12. Click on “plus” sign
2. Click on Automatic Parameters 13. Click on Automatic Parameters
3. Select NFA - Number of Not Planned WO 14. Select NFA - Number of Not Planned WO
(double click) (double click)
4. Click on Items 15. Click on Items
5. Select PUM-0001 (double click) 16. Select PUM-0002 (double click)
6. Click on “division” sign 17. Close parenthesis
7. Open parenthesis 18. Close parenthesis
8. Click on Automatic Parameters 19. Click on “multiplication” sign
9. Select NFA - Number of Not Planned WO 20. Enter the number “100”
(double click) 21. Click on OK
10. Click on Items
11. Select PUM-0001 (double click)

Step 4: Compute the Compound Custom Indicator
1. Click on Compute
2. Click OK to save

30. Edit values on a Manual Parameter
Note: You can introduce values for manual parameters in the systems (at any level of Functional Organization), cost
centers and maintenance items
Step 1: Open the Analysis window

2. Right click on a System/Cost Center/Item
3. Select Analysis
Step 2: Change for Manual Parameters view
1. Click on Manual Parameters

Step 3: Choose the Parameter and edit the values
1. Click on a New
2. Click on Parameter and
select the one that you want
3. Indicate the Year
4. Edit the values of that
parameter for that year
5. Click OK to save

31. Create Maintenance Budgets
Step 1: Open Maintenance Budget window
1. Select Costs module

2. Click on Budgets
Step 2: Create a New Maintenance Budget
1. Click on New
2. Fill the Code
4. Select Start and End dates
5. Select the Account you want to budget
6. Click on New
7. Select the Cost Center for that Account that you want to budget
8. Edit the Budget value for that Account and Cost Center
9. Click on OK to save
Repeat from point 5, as many times as the entries to be
budgeted.

32. Consult Budget Control

Step 1: Open the Maintenance Budget window
1. Select Costs module

2. Click on Budgets
Step 2: Open the Budget Control window of a Maintenance Budget
1. Select the Maintenance Budget row for which

you want to consult the Budget Control
2. Click on Budget Control button
3. (optional) Filter the Account and/or Cost Center
4. Select the analysis period
5. Click on Compute

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Navaltik Management

Version: 02, 19/02/2018

1. Record a Maintenance Item .................................................................................................................................................................................. 3

2. Item’s Running Records .......................................................................................................................................................................................... 6

Option 1: Real running records .......................................................................................................................................................................... 6

Option 2: “Fixed” Average Daily Running ...................................................................................................................................................... 7

3. Fuel Supply Record (Direct Application) .......................................................................................................................................................... 8

Option 1: Record directly on an Item .............................................................................................................................................................. 8

Option 2: Record through a Cost Document ............................................................................................................................................... 9

4. Create a Standard Work Description on Library ........................................................................................................................................ 10

5. Create a Maintenance Plan for an Item ......................................................................................................................................................... 11

6. Repeat a Maintenance Schedule ...................................................................................................................................................................... 12

7. Repeat Maintenance Plans ................................................................................................................................................................................. 13

8. Create Preventive Maintenance/Systematic Work Orders (WO) ......................................................................................................... 14

9. Create Repair/Corrective Work Orders .......................................................................................................................................................... 16

10. Issue, Terminate and Close a Work Order (WO) ..................................................................................................................................... 18

11. Reverse Work Order Status .............................................................................................................................................................................. 21

12. Record an Accounting Cost Document ...................................................................................................................................................... 22

13. Record an Internal Cost Document .............................................................................................................................................................. 23

Example: Record a cost document of type MTR - Material Record ................................................................................................. 23

14. Plan/Estimate Man-Hours (MH) ..................................................................................................................................................................... 24

Option 1: On a Standard Work Description of the Library .................................................................................................................. 24

Option 2: On a Maintenance Schedule of a Item’s Maintenance Plan ............................................................................................ 25

Option 3: On a Work Order .............................................................................................................................................................................. 26

15. Plan/Estimate Stock Items (Material) ........................................................................................................................................................... 27

Option 1: On a Standard Work Description of the Library .................................................................................................................. 27

Option 2: On a Maintenance Schedule of a Maintenance Plan ......................................................................................................... 28

Option 3: On a Work Order .............................................................................................................................................................................. 29

16. Plan/Estimate outsourcing services (Other) .............................................................................................................................................. 30

Option 1: On a Standard Work Description of the Library .................................................................................................................. 30

Option 2: On a Maintenance Schedule of a Maintenance Plan ......................................................................................................... 31

Option 3: On a Work Order .............................................................................................................................................................................. 32

17. Record performed Man-Hours (MH Record) ............................................................................................................................................ 33

Option 1: On Tools button ................................................................................................................................................................................ 33

Option 2: On a Work Order .............................................................................................................................................................................. 34

Option 3: On a Cost Document ...................................................................................................................................................................... 35

Navaltik Management, Lda. 1 February 2018

Option 1: On Tools button ................................................................................................................................................................................ 36

Option 2: On a Work Order .............................................................................................................................................................................. 37

Option 3: On a Cost Document ...................................................................................................................................................................... 38

19. Record contracted services (Other Record)............................................................................................................................................... 39

Option 1: On Tools button ................................................................................................................................................................................ 39

Option 2: On a Work Order .............................................................................................................................................................................. 40

Option 3: On a Cost Document ...................................................................................................................................................................... 41

20. Record Materials/Stock Items on the Master Articles ........................................................................................................................... 42

21. Create Reading Parameters ............................................................................................................................................................................. 45

22. Create Reading Points (for a Reading Parameter) .................................................................................................................................. 46

23. Record the reading of a Reading Point ....................................................................................................................................................... 47

Option 2: Record a new reading on the Readings tab of a WO......................................................................................................... 48

24. Define Required Time (RQT) ............................................................................................................................................................................ 49

25. Define Operating Time (OPT) .......................................................................................................................................................................... 50

26. Record Down Time (direct record) ................................................................................................................................................................ 51

27. Create the FMEA Tree – Failure Modes ....................................................................................................................................................... 52

Option 1: On the Failure Modes window .................................................................................................................................................... 52

Option 2: By completing Diagnosis and Work Descriptions tabs on the WO ............................................................................... 54

28. Create a Simple Indicator ................................................................................................................................................................................. 56

29. Create a Compound Indicator ........................................................................................................................................................................ 59

30. Edit values on a Manual Parameter .............................................................................................................................................................. 62

31. Create Maintenance Budgets .......................................................................................................................................................................... 64

32. Consult Budget Control ..................................................................................................................................................................................... 65

Navaltik Management, Lda. 2 February 2018

1. Record a Maintenance Item

Example: BO - Boiler object type record