Work Order, Maintenance and Service System

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Work Order, Maintenance and Service System design

Customer

This company is in business since 1984. They are reputable and stable USA company with solid track record located in LA area. The customer software plans and tracks maintenance related activities for Public Works, Facilities, Fleet and other maintenance operations. This system has had continual development since 1984 starting with DOS version, then converted to Widows based client server system written in Power Builder.

The system has over 30 different functional modules and supports 3 databases with the same code base, such as Oracle, MSSQL server and Sybase SQL Anywhere. It generates Work orders for corrective and scheduled maintenance and links with Inventory and Purchase order processes. The system has Activities based Work Planning management capability.

Customer Business Needs

The customer contacted SolveITLabs to take their existing client-server system and create a web based version, retaining it's existing functionality and in many areas, improving on it.

The system is a groupware application for sharing and managing tasks in an organization (task management system). Its main purpose is to allow employers to keep track of the work that should be done on a specified time interval.

Work Order, Maintenance and Service System design

Solution

After completion of the project the following modules were developed for the customer:

  • Set Up Secutiry module
    Creation of master, users, groups, and passwords, ability to change or reset passwords, access restriction by user or by group, data security-restrict search and access rights, users and groups restrictions by Add, Edit, Delete, View, or None, restriction to any module and/or options within modules, restriction to view any drop down field, or other users' data, restriction on each field level per user, screen customization control by user group.

  • Inventory module
    Creation of master, users, groups, and passwords, ability to change or reset passwords, access restriction by user or by group, data security-restrict search and access rights, users and groups restrictions by Add, Edit, Delete, View, or None, restriction to any module and/or options within modules, restriction to view any drop down field, or other users' data, restriction on each field level per user, screen customization control by user group.

  • Work Request module
    Allows user to create a work order request.This request will be turned into work order. The request can be directed to the Master Schedule where Master schedule future work order is created for future scheduling and approval or the option should exist to direct work request into issued work orders file to trigger a work order immediately for future processing.

  • Work Order module
    It is the core of the system. It is used to create descriptions of what work needs to be done. What asset (called system/equipment) the work is to be done on. Who is to do the work (craftsman). What parts or materials are used (parts - linked to inventory records). Outside labor and materials obtained from vendors or contractors. Miscellaneous costs. And when is the work requested, initiated and completed.

  • Security module
    It controls all the major functions and features of the application. Screen customization feature allows the user to change the way user pages look. The security module divides users by individual user and groups with the ability to set permissions for individual each user and group. Permissions control the ability to view certain fields and screens. Also control the ability to create, edit, review and delete both open and closed work requests. It's a common module for all modules.

  • Purchase module
    Generates Quotation with attached quotation form (Excel) and sent by email or other electronic standard means to multiple vendors. Then this quotation can be turned into Purchase requisitions, which can be approved and then turned into regular Purchase orders.

  • Fleet & Facility module
    Reports mile/gal calculation on a multiple fuel records for the same vehicle marked by the same dates.


Work Order, Maintenance and Service System design

Features

The solution consisted of 3 distinct parts: Web-based, Server-side, and SOAP.

Web-based

  • Users, groups and their rights management
  • General system setting (regional standards, default values, mailing list setup, labels customization in the context of forms, help customization)
  • Creating new orders (requests) for job/service by operators, administrators and users
  • Significant events tracking and generation of reports that could be sent to the user signed for them
  • System interface setting for each user by CSS and ASP.NET themes
  • 3 search types: Simple, Standard and Advanced

Server-side

  • Database status control
  • System integration with available systems for conversion of all modules to new technologies
  • Ability to automatically send and forward the same Work Request for approval to a second or third default supervisor if there is no response in a set amount of time from the default or first supervisor.
  • External machines list generation and receiving commands/data from them

SOAP

The Web service was intended for data-feedback between the web-application and previous client-server application, data synchronization. Authentication is realized via Soap headers.

Tools and Technologies

ASP.NET 2.0, AJAX.NET, ADO.NET, IIS 6.0, MS SQL 2005, Sybase ASA9, Oracle 9i, 10g, Crystal Reports XI, C#, XML/XSLT, nUnit, NHibernate library.

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