MAINTENANCE - FEBRUARY MASTERCLASS

Hello everybody i'm Kelvin Kantola from Steelhead and today we're going be running through uh maintenance in in our software here um so we're just going to go through all things maintenance what it can handle um for you and your shop and just want to start off with the importance of maintenance itself um it's important that you keep your equipment up to date um and be able to prove that you are doing your daily weekly monthly checks on it uh for auditing purposes uh and to also avoid like unpredicted downtime obviously if you have a machine that just unexpectedly stops working uh obviously it's going to affect um your production right you won't be able to make money with machines that aren't working um so steel head maintenance is a good way to keep up to date on all of your maintenance uh to ensure that your equipment is running properly um so today more or less we're going to go through is just the configuring of maintenance itself setting up steps setting up plans um schedules uh and kind of diving deep into what uh what it has to offer so the first thing I'm going to do here is just hop into the maintenance module here and this is going to be our maintenance dashboard so we have a spot here on the left for any equipment that's due for recurring maintenance we have a few in here this is just one of our demo domains uh also in the middle there we have active maintenance events these are things that are currently being completed and on the far right here we have obviously a list of all completed maintenance events uh which we can also filter by which I'll get into in a in a little bit here so uh the first thing with maintenance is obviously identifying your equipment that you actually want to be doing maintenance on so what I'll do here today is I'll make an example um of a piece of equipment set it up and then also set up a uh a quick plan and also put it on a recurring schedule and I will note here at any point in time if you guys have questions concerns um or want to make a comment uh feel free to interrupt uh no worries there at all so first step usually is to create the equipment itself so if I go to equipment here we have a whole bunch in the system already here from air compressors ovens um maybe a powder booth uh tanks uh whatever you might need for your shop is going to be here as equipment so in this example I'm actually going to make a brand new one from scratch so if I do create new equipment here I'm actually going to create a new hoist for us to do maintenance on so I will just create a hoist here if this hoist is in a particular location in your shop you can also set a location for it maybe this one's in plant one equipment type uh if you want to make an equipment type called a hoist and just have all of your hoist under one equipment type uh you can do that as well if you want to toss any labels that are specific to this particular hoist you can some people like to use these labels when maybe a piece of equipment is out of service so you can put a label on there signifying that it's out of service uh that will show up in all parts of steel head maintenance uh and you can also put a description of this hoist as well so maybe this hoist has a serial number we could toss a serial number on this piece of equipment once you get that all taken care of you can go and click save give it a quick second here and it's going to create our hoist for us here now the next thing you can do and what I like to promote is actually taking pictures of this piece of equipment so for this hoist here if I hop into it obviously our description is displayed here that serial number we can also uh assign it to a station if we need to and down here at the bottom we have equipment file so here I can just go ahead and take my camera and snap a picture if I want here I just have a picture from online so I'll just drag and drop it in here and I'll click save and now that picture will be displayed here for this particular hoist so once we have our equipment set up let's say I want to do a daily hoist inspection on this particular piece of equipment so what I can do is I can go into maintenance here and we're going to be creating maintenance nodes and you can think of maintenance nodes as maintenance steps um that we create for our equipment so if I hop in here obviously we have a whole bunch um that already already created here but we're going to create a brand new one so if I do new maintenance node here I'm going to call this just daily hoist maintenance and click save now once we create our root node here is what we call this here we can we can hop in here and this is actually isn't actually going to be a step of the plan this is just the name of the plan so we are going to select skip execution here for we don't actually have to complete this step now underneath this daily hoist maintenance we're going to create our child nodes or child steps that we're going to be completing so if I click new child node maybe a step here is to check the chain on this particular hoist and once I create this step I can actually go into this step and create specific instructions for how to complete this step they they' be displayed here so maybe we just need to ensure all the chain links are secure and there is no rust on the chain something along those lines obviously this can be this is going to be very specific to your guys' particular shops but here if I click save this is going to be the instruction that displays when this step is actually active and I we'll get into that once I actually make this plan active and start actually completing the steps if I want to make a an additional step here I can hop into here again once again create a new child node maybe we need to check the let's say hoist controller some of these hoist have controllers that they use to um you know move the hoist up and down for example when you're you have a maybe I might have a rack of parts that's on this hoist and you're dipping it down to a tank um maybe there's a controller on there that you want to check as well here and within this step we can just go ahead and say verify the electrical systems work on the hoist controller and we click save there in addition you can also uh upload files for particular steps so in this example here for this check the chain I'm going to go ahead and click add file here and I'm just going to reuse this picture from earlier um and this file is going to be displayed when this step is actually being completed you can do the same for the controller as well but in this case I'll just leave that that one blank where we can get into creating the actual plan and getting it set up on a schedule any questions so far from anybody perfect so if I go back uh to maintenance here this one's going to be a daily inspection so what I'm going to do is create a brand new recurring plan for this particular um maintenance plan that we're going to be be using here so if I select new recurring plan the name is recurring plan i can just call this daily hoist inspection again here and we're going to go select that maintenance node that we created just now daily hoist maintenance and we can either tie this daily hoist maintenance to an equipment type so if we had like five or six different hoist that we want to actually apply this to we can have all those different hoist under that equipment type and easily create a recurring plan for all of them at once in this example we just have one hoist so I will just select equipment here and just select this one hoist that we created earlier if I want to create a default assigne maybe this is always going to be for myself here i can go ahead and make myself the default assigne for this particular plan now here's where we actually can set up the recurrence rule in frequency mode so we have obviously daily weekly monthly and yearly options here if I do select weekly I will note here that you can select certain days of the week maybe you do certain things on Mondays Wednesdays and Fridays you can make those selections there but in this case since it's just a daily plan I'm just going to select daily you also can set a limit maybe this is going to end after a few months and you're going to stop doing this hoist maintenance you could set a start and end date uh or you can leave it as something that happens forever um until obviously you go ahead and remove the recurring plan so let's say I had it start we'll have it start today and we'll say at 8 o'clock a.m this morning i will note another thing here intervals you can also say every 2 days or every 2 months or 2 weeks so on and so forth there if you need to get that specific this case I will just leave it every day and this other option here at the bottom occurrence times this allows you to if you do have a maintenance event you do twice per day um for example maybe a tank titration maybe you check the chemicals in a tank in the morning as well as after lunch you can set up your recurring uh times to be uh maybe you know at for this example let's say like one and you can add that time as a occurrence time uh that will also prompt us to to complete once that time comes around as well so let me uh make sure that 8:00 is there so 8 a.m so once I click save here what's going to happen it's going to actually create that uh daily hoist maintenance here and I had it set to be 8:00 this morning so therefore it's going to be here that it's saying due for maintenance so we'll have our picture of our hoist here daily hoist maintenance the assigne in this case is myself and then from here we just need to go ahead and begin this plan and eventually complete it so one thing I will note here um if I want to just look at things that are assigned to myself like in this case I'm logged in as myself here Kelvin so if I select this option here it's going to filter out only maintenance that's assigned to me so in this case looks like I have a few things i have this daily hoist maintenance that we just created that's assigned to me as well as a titration some pH and temperature checks as well and some oven checks so this can be a quick way to kind of see what you have to do or what's on your to-do list in terms of maintenance so to actually go ahead and complete this and begin the event we're going to click this little gear icon and this is going to pull in okay daily hoist maintenance on our hoist looks good so we can just go ahead and click save and begin and looks like internet's slightly slow here bear with me there we go so let me quickly refresh my page internet slightly slow right now so this maintenance event screen this is actually going to be uh where we go ahead and complete the steps that we created there is a spot for comments while you're doing this event there's a spot where you can upload files maybe you notice something and you want to document it you can also take a picture of that and tie it to this particular maintenance event but if I was going to come in here and start to complete these steps what I can do is I complete these steps individually or we do have this option to complete multiple nodes here so if I select complete multiple nodes what it's going to do it's going to pull up all of my steps that I created and it's also going to start a labor timer here so this is going to allow us to track time spent on maintenance activity and we'll be able to see that in a reporting showing how much time particular users are spending doing maintenance on the daily or monthly um so here obviously we have check the chain ensure all the chain links are secure and there is no rust on the chain that file that I put in here is going to be displayed and this can be any file you guys want um you can also just put like a document here as well maybe explaining how to do this um or what needs to be actually checked same thing for this hoist controller i didn't put a file on this one but again you could put a file here and have it displayed so once I actually want to go complete these steps I can go ahead and quickly check this chain here in this case and go ahead and complete and then once I need it once I check the hoist controller as well I can complete that as well and click save now in this case it's telling me I spent 1 minute doing this uh maintenance event and this if you need to change it for for whatever reason maybe you just your timer didn't start or you want to adjust this you can but here I'm just going to click save so once that's once all the steps are completed under a maintenance plan or in this case this event it's going to have a completed at date and time stamp and also attribute that labor cost to this particular maintenance event in this case this user of mine had a labor rate set up on it so based on the time I spent it's going to give me a labor cost of how much that cost of the company for this particular user to do this maintenance event now what I can do is if I go back to my maintenance dashboard so no longer will we have that daily hoist maintenance here as due since it's completed and it will be over here now highlighted green that we completed it we can also at any point in time go back into that event if there was comments or files that were made we can have those documented here and reference those any time but it's pretty easy to find the maintenance events that you have completed within steelhead maintenance another way you can find uh maintenance done on a particular piece of equipment is if you actually go to the equipment level so if I click on this hoist here that we created earlier first of all we have now we now have our recurring maintenance plan set up here it'll tell me the last time that I did this which was obviously just now the next time it is due will be 8:00 tomorrow morning so at 8 a.m tomorrow morning it'll show up in our uh recurring maintenance section on our dashboard and down here at the bottom we have all maintenance events that we've done on this equipment hoist all laid out for us here so in this case here's the one we just completed uh it'll have the created at and completed at date uh who it was assigned to and once again here you could also hop back in here and see all the information about it if you need to any questions so far on on that aspect perfect so that's just a quick little basic example of setting up a new piece of equipment setting up a very basic plan and eventually going ahead and completing it um I will mention here as well if you want to go to maintenance events uh there's also a way to view all completed events through this screen here and once again like most parts of CLA you can filter out and find exactly what you're looking for so if you need to find let's say I want to see all of my maintenance that I've done on tank one I can filter by this equipment it's going to show me all the maintenance events that I've done for this particular tank you could also get down even further and filter out by by a certain plan maybe you just want to view the titrations that you've done so if I filter out by in this case this tank one chemical A titration I can also then filter out and look at just my tank one chemical A titrations um all the labor costs associated with them and when they were created and eventually completed at here and again you could also click into this and see all the information about that if you need to any questions regarding um identifying completed maintenance events and finding that information perfect and like I mentioned anytime if you do have a question or something just you want to know something yeah definitely just intervene and and interrupt me no problem so if I go back to the maintenance dashboard I kind of want to focus on some specific maintenance to particular uh shops obviously we have different types of shops that we offer steel head four plating shops painting and powder coating um obviously the maintenance regarding those shops is going to be different so what I do want to actually show here um is the way that a titration will actually work in steel head this is going to be for those plers that are doing titrations and calculating concentrations on their tanks um and showing how we can kind of set that up um and have it do your calculations for you and then eventually show where we can kind of view that information all on a nice dashboard maybe you want to see all your concentrations over the last month year or week we can do that pretty easily so so I'm going to go back and filter out by stuff that's assigned to me here we have tank one chemical A titration so I'm going to begin this particular event i'm going go ahead and click save and begin so here are the steps in this case for this particular titration um an apparatus step u which pretty much will tell us what the uh the equipment we need for this is obviously the instructions how to do the titration and there's a spot where we add chemical get a calculation result and ultimately add chemical to our tank to get it back to the level where it needs to be all this is possible with steel maintenance what I will quickly note here is for cases like this when there is calculations and logic involved we do have a way of manipulating nodes and instructions to show us specific information we might need to see and I won't go into this in much detail in this call but there is a way we can actually set up um logic behind our maintenance plans and nodes so if I go ahead and try to complete this titration here here we have our first step where we gather our equipment here's a little picture what we need and a list form of what we actually need as well so we can say yep we gathered our equipment here we have titration instructions these are going to be particular to certain tanks um we go ahead and just complete this when we actually go ahead and do these steps and at the bottom you'll notice that it tells us to record a milliliter of chemical B that we added in this would be like our titrant so if I go ahead and actually say let's say I do I added 12 milliliters of chemical B during this titration it's going to automatically calculate here what our concentration is of the chemical we're looking at here in this case chemical A so all we need to do is just verify that and then type it into this little text box and click complete and then also based on this concentration it will tell me what I need to add into this tank to get it back at the level where I need it to be so in this case 8 gallons and we can go ahead and deplete 8 gallons directly from our inventory this chemical A is actually in our inventory our live count of it is 91 so if I go ahead and deplete 8 gallons it will remove that and update my live count so if I click complete here and save first of all it's going to prompt me with um verifying the time that I spent again our timer would be running during this maintenance event so a minute 36 seconds we can go ahead and click save and now this maintenance event is now recorded and all the information about it is down here how much how many milliliters of chemical B we added ultimately what the concentration was here and also I should mention that it will record who completes which step you could have a situation where some person does half of a maintenance event and somebody else comes completes the second half it'll record which user did each particular step and again once again down here we have our build labor which gives me our labor cost here in this case so where this can be useful is if I if I have this concentration recorded if I go back to my maintenance dashboard we have a a um an area in here called sensor dashboards and we can actually set up sensor dashboards for things like concentrations or maybe tank temperatures or maybe just a particular tank like in this case here we have tank one monitoring so if I go into tank one monitoring here you'll see that that 6% that I just recorded through that maintenance event is here and recorded and it has a status of check and the reason it's a check is because if I click this little stop light this will show me the parameters for this particular concentration and in this case we have the minimum set to five the maximum set to seven and our six point or our six in this case is within that range so it is a it's a solid measurement and it gives us the check mark saying it is valid also this particular uh sensor here is valid for 12 hours so it also is going to be a check mark because it's within our valid time too once 12 hours passes it's going to turn back into a red X saying "Hey we need to take a new measurement here." This goes back to my comment about certain shops having maybe two titrations done per day one in the morning one in the afternoon um this way we can say hey it's going to be valid for maybe 6 hours so after 6 hours goes by it's going to say hey we need to take a new measurement and we can we could go right ahead and make a new maintenance event and do that titration through here as well if I want to tank one and I can save and begin and do the titration again to get a new value on our sensor dashboard so if I scroll down here this is going to be a live look at all the measurements that we've taken and in this case it's going to show all three of these let's just say we just want to look at our concentration of chemical A and maybe I want to look at it for the last year in this case so 1-124 to if I do 1-125 so this here will give me a live look at all of my measurements that I've taken for this particular uh concentration in this time frame there's very easy ways to do it for the last day last week last month with just a click but if you want to see it for like the entire year in this case you can go ahead and see and it'll show you on this graph what all our measurements were and you can actually see live when they actually do go out of spec here because obviously we have it set up to be uh 5 to 7 so if it does jump out of that range we'll li see it and see what uh the date and time stamp was when it jumped out of spec so most of these look like they're in spec obviously some of these are out of spec which would mean we probably would need to do some adjusting on the tank to get it back down to the level we needed to be like in this case we need to do another titration maybe do some addition to get it back down to our range here there's also other detailed statistics you can get here uh in this case out of this concentration of chemical A you can get a mean standard deviation CP and CPK information as well uh if you need that any questions regarding the sensor dashboard perfect so I'm go back to the maintenance dashboard here so so steel maintenance is pretty versatile you can you can tackle like I just mentioned titrations you can also tackle just step-by-step plans um inspections and using the software it would it's going to track all these you can you can assign them to users u and it's all going to be in one nice system where you can easily pull up information when auditors come in and they need to have proof like hey I want to see all your different forklift inspections you've done right you can go right to your maintenance events you can view completed you can look at you know forklift number one and very easily find all the times you've done your daily forklift inspection on forklift one or or other um things as well here any questions yet or is it all making sense everybody so far perfect so other than that there is so this this is more or less talking about preventative maintenance things that are on a recurring schedule but we also have a way of actually tackling uh corrective maintenance as well within steelhead so I will detail what that looks like real quick here so how we usually do this is I actually make a maintenance node here called maintenance order request so any point in time if there's something that happens to a particular tank or forklift or powder booth and you want to do some quick maintenance on it we can use this maintenance order request node to actually number one set up the the uh the maintenance event that needs to happen as well as document that on our piece of equipment so the example I'm going to use real quick here is if I go back to my maintenance dashboard let's say one of our tanks has fallen apart and we need somebody to repair it what I can do is I can click new maintenance event here and I'm going to select node and if I type in that request I can put in a maintenance order request i can also again have an assigne here i'll sign myself and let's say tank one we're noticing some issues on it that we want to document here so what I can do is I can click save and begin and what we can do here is we can say this tank has collapsed needs repair and I can submit this little comment here and what I can then do is I can upload a file of what we're actually looking at here so in this case I have a a nice picture here i'm going to drag in give it a sec to upload fully here just of a collapsed tank and I hope none of you guys ever run into this situation but you know it could happen if you don't keep up with your maintenance um on the daily so so if I click save it's going to attach this file to this particular uh event here so I can very easily see what they're talking about here hey this tank is collapsed needs repair you can view that file just like that now if I go back to my maintenance dashboard here again I assigned it to myself so what it's going to look like here it's going to be an active maintenance event saying "Hey there's a maintenance order request for tank one out there." and it's assigned to myself here right so I could actually click right into this and kind of see the details of this maintenance order or request and if I hop in here I'll see okay looks like Calvin saying this tank needs to has collapsed and needs repair and I can do the picture and the way I would complete this is I made a step here with some instructions so it says complete this step when maintenance request is fulfilled you can make any additional notes notes and attach a file uh if needed so once we're actually going to be working on this I can go ahead and complete multiple nodes my timer is going to start as I go ahead and do this and then here I can document what I actually performed to complete this maintenance event here so I could say tank was repaired something very simple and click complete and once I click save obviously my time spending I spent doing that will be recorded i can go and click save and now this is officially completed with the date and time stamp again labor cost will be associated and if I want to take maybe a picture after I repair it I can go ahead and very easily upload a new file and snap a picture of the work um that I actually just now completed so then you'd have your original request picture with the broken in this case tank and you can click through to the next picture and see what it looked like after the maintenance repair request was actually completed now if I go to tank one here what that's going to look like on the tank one level is if I scroll down here we have a maintenance order request completed by Kelvin on this date and time and again I can click back into it and see all that information from earlier with what work was performed additional files and those original comments that were actually put on this particular maintenance event any questions is there anything that you have seen so far um like I said you haven't seen yet that you think steelhead maintenance doesn't cover um it it is pretty versatile like I like I've been showing here uh it can it can pretty much tackle any sort of maintenance that you guys need in your shop but is there anything that any of you guys here in this call today would need that steel maintenance would not be able to um achieve for you nobody all righty so that's kind of a nice little uh look at what Sealhead Maintenance has to offer uh I hope that this maybe fires you guys up to maybe want to get on it yourself and start to track these maintenance events uh on the daily weekly or monthly basis um this is now going to be a time where we're going to open up to any sort of QA so if there is anything that you want to mention now would be the time to do so doesn't sound like we have any questions or requests if that's the case that's kind of yeah a basic look at at steelhead maintenance for you guys today thank you Calvin you betcha thank you you are welcome any any last chance for any questions oh we're open to everything so any any sort of request questions or concerns um I guess if there is any that's that's probably a good sign actually so Well perfect well thank you everybody for joining uh today i hope that uh this was a um productive meeting for you guys and like I said hopefully this may be um we'll drive you guys to get on steel maintenance yourself and we'll be more than happy to get everything configured for you guys thanks Kelvin you betcha all righty thanks everybody good work