Tech Tips

Intelligent Date Queries

Challenge: Mainsaver Queries allow for users to quickly display data in Mainsaver based on any of the columns in each module.  For example, ‘All Open Work Orders’ is a very common query that can be based on the work order status or other columns to display open work orders.  This tutorial will focus on queries …

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Asset Number QR codes

Challenge: Now that our technicians have tablets running the Mainsaver Connect App we want to produce QR (Quick Response) barcode tags so that they can quickly perform the following maintenance functions with the program; Create a work order Create a work request Check machine history Review current open work orders See the spares list and …

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Purchase Order Receiving Modifications

Challenge: Streamline the receiving process for PO Receipts Methodology: In past versions of Mainsaver, when receiving goods and services against a purchase order, the user was presented with both a “Receive” and a “Receive All” button.  This caused confusion to some, insinuating all quantity would be received rather than all lines.   Therefore, the receiving functionality …

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Effective Use of Compliance Codes in Mainsaver

Challenge: Provide an effective method for managing regulatory compliance work and audit capabilities of work performed Methodology: In highly regulated operations such as Food, Drug, Medical, and Power Generation, it is common to have critical PM maintenance that is required to maintain compliance with regulatory agencies.   The challenge is to ensure that these critical PMs …

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How Did We Spend?

Challenge: Mainsaver is often used for purchasing materials and services.  The queries and report below will help to develop some purchasing and inventory statics for year end or any date period. Methodology: Method 1; List reports.  Proceed to the ‘Purchasing’ module, then ‘Table View’.  Query by PO date range or some other column. Figure 1 …

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Mainsaver Document Storage

Challenge: Provide easy document storage capabilities for attached documents in Mainsaver Methodology: The normal use of Mainsaver allows documents to be attached, viewed, and printed with assets, work orders, PM’s, etc.   These documents are normally recommended to be located in a central document repository.  While these documents can be located on any customer accessible server, …

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Using Demand Tasks for Operational Rounds

Challenge: Provide a method to use Mainsaver for taking operational round data Methodology: Many operations require routine technicians to collect “operational rounds” data from the field, usually via round sheets or applications.    With the latest release of Mainsaver, this function can be facilitated using the Demand Task and Job Plan features.   An overview of the …

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Query on the Financial Transaction Journal

Challenge: All financial transactions in Mainsaver are written to a transaction table.  These records contain audit trail information such as the time, date and login ID of the person performing the transaction.  Transactions include (transaction code format shown); PO New                       PPxx PO Modification         PPxx PO Receipt                  MT4x Material Issue            MT2x Material Edit              MPxx Invoice                                    IPxx …

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