TATEMS

~Help Guide~

Copyright © 1998-2006 PCHelp, Ltd. All rights reserved.

www.tatems.com

Table Of Contents

Initial Setup. 3

Adding a New Piece of Equipment 6

Equipment Summary Tab. 7

Equipment Details Fields. 7

Equipment Location. 8

Current Odometer/Hours. 8

Lubrication/Service. 9

90-Day Inspection Dates. 9

Driver History. 9

Registration/Taxes Button. 10

Insurance Button. 10

Financials Button. 11

Coolant Testing Button. 11

Oil Analysis Button. 11

Misc Details Button. 12

90 Day Inspections Tab. 12

Adding a new Inspection. 12

Opening an existing Inspection. 13

Lube/Service Tab. 14

Needed Maintenance/Repairs Tab. 15

Repairs Completed Tab. 16

Parts for this Equipment Tab. 17

Fuel Log Tab. 18

Notes Tab. 19

Filters Tab. 20

Inspections/Permits Tab. 20

Work Orders Tab. 21

Tires/Wheels Tab. 26

Toolbar Menus. 27

Edit 27

Records. 27

Reports. 27

Forms. 29

Forms/Customers. 29

Forms/Dropdown List Maintenance. 30

Forms/Parts Inventory. 30

Forms/Personnel 31

Forms/Hazardous Waste Inspection Log. 32

Forms/Reminders Popup. 33

Equipment Search. 38

Exit Program.. 38

Initial Setup

FileàMy Company Information:

The information on this form is used to insert your company information into reports;

Company Name, Address, Phone, etc… is used to personalize various reports in TATEMS.

• The default labor charge – The information you enter here it will be the default amount displayed on labor for new Work Orders.
• Default inventory markup method – This section allows you to markup your parts.
• If you choose manual, you’ll have to manually enter your markup amount on each part.
• If you choose fixed, enter an amount to the right, then that amount (for example $10) will be added to the cost of the part.
• If you choose percentage, enter an amount in the box to the right, then that percentage amount will be added to the cost of the part.
• Default Sales Tax – Enter an amount here to be used for Work Orders.
• Check the “charge sales tax on labor box” if your municipality requires you to charge your customer sales tax on labor.

FileàSetup:

· Click on “Change Global Inspections Items list”

• Equipment Type - You can add equipment types on the fly by typing into the dropdown list for ex. Forklift, backhoe, delivery van, etc…) You should try to keep the equipment types to a minimum. The more equipment types you add, the more resource intensive it becomes to process the information.
• Maintenance Items - This list represents all the descriptions of equipment maintenance items that might be inspected. You can add to this list by scrolling to the bottom and adding in additional items. You can change items by highlighting and typing over. You can delete items by clicking the square to the left of the item and pressing the delete key.
• Copy Items From Another Equipment Type – Utilize this button to copy a list of maintenance items from an existing equipment type, to a new equipment type.

Change Global Inspection Interval

This number must be greater than 30 and less than 366. It affects the inspection tab and reminders associated with reminders. This changes Global for all equipment.

Change Global Year List

• This list of years is use to create inspections for each piece of equipment for the number of years seen. If you add additional years, be sure to click on the Update Equipment button before you close.