Datastream 7i Modules

 Datastream 7i Documentation Set

 Datastream 7i Wizards

 Starting Datastream 7i

 Changing the Password

 Setting the Language

 Understanding the User Interface

 Working with the Database

 Working with Forms

 Working with Records

 Working with Fields

 Selecting Multiple Parts

 Creating Classes

 Understanding the Workload Inbox

 Understanding the Balanced Scorecard

 Exporting Records from Datastream 7i

 Generating Reports

 Saving Report Parameters

 Exiting Datastream 7i

 Understanding Equipment

 Defining Initial Asset Information

 Defining Equipment

 Defining Equipment as Parts

 Defining VMRS Equipment

 Associating VMRS Codes with Warranty Documents

 Creating Equipment Hierarchies

 Defining Asset Profiles

 Defining Assets Using Asset Profiles

 Defining Meter Information

 Creating Warranties and Warranty Claims

 Creating Performance Indicators

 Defining Repair and Return Information

 Defining and Managing Change Notices

 Searching for Equipment

 Replacing Child Equipment

 Transferring Assets Between Organizations (MOS)

 Understanding Asset Depreciation

 Asset Depreciation Methods

 Entering Asset Depreciation Data

 Exporting Depreciation Data from Datastream 7i to Microsoft Excel

 Viewing Asset Information

 Defining Initial Materials Information

 Defining Price Codes

 Defining Price Codes of Transaction Classes

 Defining Stores

 Defining Lot Data

 Understanding Time-Based Inventory Valuation (LIFO/FIFO)

 Defining and Managing Parts Information

 Defining and Managing Supplier Information

 Defining and Managing Manufacturer Information

 Defining and Managing Stock Information

 Entering Parts Directly into Inventory

 Defining and Managing Pick Lists

 Counting Inventory

 Evaluating Suppliers

 Performing ABC Analysis

 Performing EOQ Analysis

 Updating Orders Based on EOQ Analysis

 Defining Initial Purchasing Information

 Creating Purchase Requisitions

 Creating Quotations

 Creating and Revising Purchase Orders

 Viewing Purchase Order History

 Creating and Using Blanket Orders

 Receiving Parts

 Returning Parts to the Supplier

 Viewing Requisition, Quotation, or Purchase Order Lines

 Recording Invoice Vouchers

 Transferring Parts Between Stores

 Transferring Parts Between Bins

 Issuing and Returning Parts

 Printing Transaction Notes for Material Transactions

 Viewing Materials Information

 Defining Initial Work Information

 Creating Work Requests

 Creating Standard Work Orders

 Creating Regular Work Orders

 Creating Dispatch Work Orders

 Creating Quick Work Orders

 Creating Internal Repair Work Orders

 Creating Preventive Maintenance Work Orders

 Generating Batch Work Orders

 Adding Custom Fields to PM Work Order Schedules for Printing Work Order Cards

 Adding Custom Fields as Selection Parameters for Printing Work Order Cards

 Creating PM Plans

 Creating PM Work Packages

 PM Revision Control

 Requesting Tools for Work Orders

 Recording Tool Usage

 Calculating Usage Correlations

 Booking Hours

 Copying Work Orders, Material Lists, and PM Schedules

 Scheduling Work

 Completing Work

 Viewing Work Information

 Inspection Management Terms

 Defining Inspection Codes

 Defining Points

 Defining and Associating Routes

 Entering Inspection Results

 Understanding RBI Terms

 Configuring Basic RBI Information

 Defining the Risk Focus

 Entering Monitored Data

 Calculating Critical Values

 Defining Initial Budget Information

 Defining Budget Breakdown

 Defining Budget Periods and Keepers

 Defining Budget Details

 Copying Budget Information

 Approving Budgets

 Updating Budget Records

 Defining Customer Information

 Defining Pricing Schedules

 Defining Common Fixed Pricing Schedules (MOS)

 Defining Customer Contracts

 Recording Fixed Payments

 Spreading Fixed Payments

 Printing the Customer Contract

 Calculating Work Order Costs

 Correcting Work Order Charge Calculations

 Generating Invoices from Work Order Charges

 Canceling Invoices

 Viewing Invoice Details

 Printing Invoices

 Processing a Single Work Order

 Viewing Customer Contracts

 Viewing Work Orders per Customer

 Viewing Invoices per Customer

 Defining Transaction Prompts

 Defining Return Transaction Prompts

 Importing Scanner Transaction Data

 Entering Data with the Prompt Machine

 Viewing Scanner Transactions to be Processed

 Managing the Transaction Drivers

 Viewing API Errors

 Viewing Scanner Transaction Archives

 Correcting Scanner Errors

 Viewing Equipment Audit Batches

 Printing the Equipment Audit Error Report

 Posting Equipment Audit Results

 Creating a Validation File

 Defining Initial Project Information

 Setting Up Major Projects and Subprojects

 Creating Project Work Orders

 Removing and Clearing Project Work Orders

 Closing All Project Work Orders

 Viewing Project Purchase Orders

 Viewing Detailed Project Cost Summaries

 Barcode Terms

 Barcode Considerations

 Setting Up Barcode

 Defining Barcode Readers

 Printing Barcode Labels

 Printing Barcode Labels with External Label Software

 Issuing Stock

 Generating Asset Reports

 Generating Materials Reports

 Generating Purchasing Reports

 Generating Work Reports

 Generating Inspection Reports

 Generating Budget Reports

 Generating Data Collection Reports

 Generating Project Reports

 Understanding Calibration Management

 Defining Calibration Test Point Data

 Entering Calibration Results

 Viewing Loop Instruments for a Work Order

 Viewing Calibration Results

 Generating Calibration Reports

 Associating Datastream 7i Priority Codes with MS Project Priority Codes

 Creating Planning Sessions in Datastream 7i

 Importing Sessions into MS Project from Datastream 7i

 Exporting Sessions from MS Project to Datastream 7i

 Updating Information in Datastream 7i from MS Project

 Accepting or Rejecting Scheduling Information

 Viewing Work Order Predecessors and Schedules

 Viewing Percent Complete of Work Order Activities

 Viewing Work Orders

 Configuration

 Modifying Installation Parameters

 Understanding Entities

 Defining or Modifying User Codes

 Defining or Modifying Functions

 Modifying the Remember Mechanism

 Defining Custom Fields Information

 Defining Departments

 Defining Measuring Units

 Defining Cost Codes

 Selecting Languages

 Defining Employee Information

 Defining Closing Periods

 Setting Up Documents

 Setting Up the Printer

 Auditing Attributes

 Auditing Comments

 Defining Coding Structure

 Setting Up Flex SQL

 Defining Delivery Addresses

 Setting Up Messenger

 System Security

 Setting Up New User Groups

 Creating Users

 Creating LDAP Roles

 Implementing Multi-organization Security (MOS)

 Defining Fiscal Years for Asset Depreciation

 Offsetting the Server

 Modifying Function-level Security

 Setting Tab Permissions for Functions

 Setting Group-level Permissions

 Setting Group-level Tab Permissions

 Setting Up Authorizations

 Creating Electronic Records and Signatures

 Viewing Active Users

 Resetting Users Locked Out of Datastream 7i

 Generating Access Violation Reports

 Encrypting the Schema Password

 Interface Configuration

 Modifying Forms

 Modifying Field Properties

 Setting Up Hierarchical Menus

 Modifying Hyperlink Functions

 Modifying Pulldown Menus

 Setting Up Back-end Menus

 Changing Terms and Text

 Personalizing the Home Page

 Module Configuration

 Defining Initial Asset Information

 Defining Initial Material Information

 Defining Initial Purchasing Information

 Defining Initial Budget Information

 Defining Initial Project Information

 Reports Configuration

 Defining New Reports

 Defining User Exits for External Report Applications

 Returning External Report Application Messagesto Datastream 7i

 Defining Reports for Oracle Discoverer

 Configuring Crystal Reports for Datastream 7i

 Data Collection Configuration

 Data Collection Data Flow

 Identifying Data Collection Devices

 Configuring Data Collection

 Defining Transaction Types

 Viewing Data Collection Information

 Defining List of Values Codes

 Defining List of Values Queries

 Configuring the Data Collection Scanner

 Setting Up the Scanner

 Workflow

 Workflow Overview

 Setting Up Workflow

 Workflow Basics

 Implementing Workflow