New short Video shows new dropdown added to Lube Service – Accomplished by

In the current version of TATEMS “4.3.00” we have added a dropdown to the Accomplished By field so you don’t have to keep typing the same person over and over again, or worry about misspellings.  If you choose to add them to the dropdown you will be presented with the personnel form so you can add the new person.  You also have the option to not add them to the list and they will still be logged as the accomplished by person or entity for that particular Lube Service.This very short video shows you how it works.

Is this helpful for you?   By the way,  I have to get a tooth pulled on Wednesday Feb 23rd at 11:30 AM PDT so I may not be available for the rest of the afternoon.  Wish me luck!

Parts Replaced Under Warranty Spreadsheet

I created another spreadsheet to display all parts that were installed that have a warranty. This would allow you to check to see if part was under warranty when it failed.

To make this as useful as possible; you should add a note as to the warranty duration when you add a part to a Work Order and check the Warranty Box for the part.

Here are the fields that will display in this spreadsheet

Equip Num
Work Order ID
Requested Date
Completed Date
Part Num
Part Descr
Qty
Cost Per Unit
Total Cost
Notes
Warranty?

You can download it here:

TATEMS-PartsReplacedUnderWarranty.xls

You can also find this and many other spreadsheets we have created here

http://tatems.com/spreadsheets

Here is a short video tour of the Parts Replaced Under Warranty spreadsheet :

Do you think we should add a warranty term next to the check box for the part in TATEMS?
Please leave your comments below.

Thanks Again
Marc

Discover quantities of each filter or part installed in your fleet

What’s been happening with us

It’s been a crazy couple of months for us.  Our landlord stopped paying the mortgage so we had to scramble to find a new place to rent.

Luckily we found a place only about 2 blocks away from where we were so that was nice and the new place has a nice in-ground pool and spa.  Something we have not had here in Las Vegas since 2004, other than the vinyl above ground pool we put up last summer.  But we are finally getting settled in and happy to be at the new house.

I’ve been working on getting this new TATEMS blog up and running to make it easier to communicate with our clients, and hopefully get some guest contributors as well. If you would like to contribute an article please let me know.

I have a whole bunch of new training videos planned and a multiple new updated of versions of  TATEMS planned for 2011.

New spreadsheet and video training

A few weeks back one of our clients wanted to see the quantity count of each filter installed on his fleet.  So I created the spreadsheet for him that pulls the live data he needs from TATEMS.

I wanted to show you how to customize it so that you could see quantities installed,  not only of particular filters,  but any type of part and for any date range.

The spreadsheet currently displays these columns:

Part #

Part Description

Qty Installed

You can get the spreadsheet here:

TATEMS-QuantityOfDifferentFiltersInstalledFromWorkOrders

The search criteria field used is a Part Description of “Filter” and Work Order Date Requested between “1/1/2000” and “12/31/2020”.  It only applies to parts/filters used in the Work Orders section of TATEMS Maintenance Software.

The video below shows you the spreadsheet in action. It also teaches you how to customize the spreadsheet; to alter what Part Description you may want to use and to how to narrow the date range.

By the way, if you have an older verion of Excel or if your TATEMS data file is on a server click here for a video to help get it working

Thanks Again

Marc