MAINTENANCE - FEBRUARY MASTERCLASS
Assign tasks, upload necessary files, and record all activities digitally to ensure timely completion and documentation. Schedule and manage routine maintenance tasks to prevent equipment failures.
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Masterclass
Maintenance | February 2025 Masterclass
Identity & metadata
Video title
Maintenance | February 2025 Masterclass
Date published
February 26, 2025
Duration
34:02
Video type
Masterclass / Webinar
Audience
Plant and equipment leaders; quality; operations; admin
Video summary
In one sentence
Steelhead's Maintenance module lets you set up equipment, build step-by-step maintenance plans with instructions and
files, put them on recurring schedules, track labor time and cost per event, run calculation-driven
tasks like tank titrations with live sensor dashboards, and log corrective maintenance requests — all
with a documented audit trail.
files, put them on recurring schedules, track labor time and cost per event, run calculation-driven
tasks like tank titrations with live sensor dashboards, and log corrective maintenance requests — all
with a documented audit trail.
What this video covers
Steelhead's Calvin Kantola opens on why preventative maintenance matters — audit-ready records and avoiding unplanned
downtime — then tours the Maintenance dashboard (due, active, and completed events).
He builds an end-to-end example: creating a piece of equipment (a hoist) with location, equipment
type, labels, description, serial number, and a photo; building a maintenance node with child steps,
written instructions, and attached files; and setting up a recurring plan tied to that equipment,
with frequency, start time, interval, and occurrence-time options.
He then begins and completes the event, showing the labor timer, completing multiple nodes at
once, and how completed events roll up with a timestamp and labor cost. He shows
filtering completed maintenance by equipment or plan, and viewing history at the equipment level.
The second half covers calculation-driven maintenance: a tank titration that calculates chemical concentration from a
recorded input, auto-depletes chemical from inventory, and feeds a live sensor dashboard with in-spec/out-of-spec status,
valid-time windows, historical charts, and statistics (mean, standard deviation, CCP, CPK). He closes with corrective
maintenance — logging an ad hoc repair request with photos and completing it as a
tracked event — plus live Q&A.
downtime — then tours the Maintenance dashboard (due, active, and completed events).
He builds an end-to-end example: creating a piece of equipment (a hoist) with location, equipment
type, labels, description, serial number, and a photo; building a maintenance node with child steps,
written instructions, and attached files; and setting up a recurring plan tied to that equipment,
with frequency, start time, interval, and occurrence-time options.
He then begins and completes the event, showing the labor timer, completing multiple nodes at
once, and how completed events roll up with a timestamp and labor cost. He shows
filtering completed maintenance by equipment or plan, and viewing history at the equipment level.
The second half covers calculation-driven maintenance: a tank titration that calculates chemical concentration from a
recorded input, auto-depletes chemical from inventory, and feeds a live sensor dashboard with in-spec/out-of-spec status,
valid-time windows, historical charts, and statistics (mean, standard deviation, CCP, CPK). He closes with corrective
maintenance — logging an ad hoc repair request with photos and completing it as a
tracked event — plus live Q&A.
Problem it solves
Shops need to prove they're keeping equipment up to date for auditing purposes and avoid
unplanned downtime, but tracking daily, weekly, and monthly checks (plus one-off repairs) on paper or
spreadsheets makes it hard to see what's due, who did what, and what it cost.
Steelhead Maintenance centralizes equipment, recurring plans, labor cost, and calculation-driven tasks like titrations into one
auditable system.
unplanned downtime, but tracking daily, weekly, and monthly checks (plus one-off repairs) on paper or
spreadsheets makes it hard to see what's due, who did what, and what it cost.
Steelhead Maintenance centralizes equipment, recurring plans, labor cost, and calculation-driven tasks like titrations into one
auditable system.
Key capabilities shown
• Maintenance dashboard: due, active, and completed events at a glance
• Equipment records with location, equipment type, labels, description, serial number, and photos
• Maintenance nodes with child steps, written instructions, and attached files or images
• Recurring plans tied to one piece of equipment or an entire equipment type
• Recurrence rule with daily/weekly/monthly/yearly frequency, intervals, start/end dates, and occurrence times
• Default assignee per plan, with a "assigned to me" filter on the dashboard
• Complete multiple nodes at once with an automatic labor timer
• Completed-at timestamp and labor cost attributed to each maintenance event
• Filtering completed events by equipment or plan, with full audit history
• Calculation-driven maintenance (e.g., titrations) that computes concentration from a recorded input
• Automatic inventory depletion tied to a maintenance calculation result
• Sensor dashboards with in-spec/out-of-spec status, valid-time windows, and historical charts
• Statistical detail on sensor data: mean, standard deviation, CCP, and CPK
• Corrective maintenance requests with comments, photos, and a documented repair record
• Equipment records with location, equipment type, labels, description, serial number, and photos
• Maintenance nodes with child steps, written instructions, and attached files or images
• Recurring plans tied to one piece of equipment or an entire equipment type
• Recurrence rule with daily/weekly/monthly/yearly frequency, intervals, start/end dates, and occurrence times
• Default assignee per plan, with a "assigned to me" filter on the dashboard
• Complete multiple nodes at once with an automatic labor timer
• Completed-at timestamp and labor cost attributed to each maintenance event
• Filtering completed events by equipment or plan, with full audit history
• Calculation-driven maintenance (e.g., titrations) that computes concentration from a recorded input
• Automatic inventory depletion tied to a maintenance calculation result
• Sensor dashboards with in-spec/out-of-spec status, valid-time windows, and historical charts
• Statistical detail on sensor data: mean, standard deviation, CCP, and CPK
• Corrective maintenance requests with comments, photos, and a documented repair record
How the demo flows
• Opens the Maintenance dashboard: due, active, and completed events
• Creates a new piece of equipment (a hoist) with location, type, labels, description, serial number,
photo
• Builds a maintenance node with two child steps, written instructions, and an attached file
• Creates a recurring plan tied to the equipment, sets frequency, start time, and saves
• Filters the dashboard to items assigned to the presenter, opens and begins the event
• Completes multiple nodes with the labor timer running, reviews the completed event and labor cost
• Returns to the dashboard and the equipment record to see maintenance history
• Filters completed events by equipment and by specific plan
• Begins a tank titration event, records the chemical input, reviews the calculated concentration
• Depletes chemical inventory tied to the titration result and completes the event
• Opens the sensor dashboard for tank monitoring, reviews in-spec/out-of-spec status and valid-time windows
• Filters historical sensor data by date range and reviews statistical detail
• Creates a maintenance order/request node, logs a corrective repair with photos, and completes it
• Closes with live Q&A on what Steelhead Maintenance can and can't cover
• Creates a new piece of equipment (a hoist) with location, type, labels, description, serial number,
photo
• Builds a maintenance node with two child steps, written instructions, and an attached file
• Creates a recurring plan tied to the equipment, sets frequency, start time, and saves
• Filters the dashboard to items assigned to the presenter, opens and begins the event
• Completes multiple nodes with the labor timer running, reviews the completed event and labor cost
• Returns to the dashboard and the equipment record to see maintenance history
• Filters completed events by equipment and by specific plan
• Begins a tank titration event, records the chemical input, reviews the calculated concentration
• Depletes chemical inventory tied to the titration result and completes the event
• Opens the sensor dashboard for tank monitoring, reviews in-spec/out-of-spec status and valid-time windows
• Filters historical sensor data by date range and reviews statistical detail
• Creates a maintenance order/request node, logs a corrective repair with photos, and completes it
• Closes with live Q&A on what Steelhead Maintenance can and can't cover
Full transcript
Speaker
Calvin Kantola, Steelhead, with live audience Q&A
Transcript
[00:01] So, hello everybody.
[00:02] You know I'm Calvin Kantola from Steelhead, and today we're be running through maintenance in
in our software here.
[00:11] So we're just gonna go through all things maintenance, what it can handle, for you
and your shop.
[00:17] And just wanna start off with the importance of maintenance itself.
[00:20] It's important that you keep your equipment up to date, and be able to prove
that you are doing your daily, weekly, monthly checks on it, for auditing purposes.
[00:30] And to also avoid unpredicted downtime.
[00:34] Obviously, if you have a machine that just unexpectedly stops working, obviously it's going to
affect your production, right?
[00:41] You won't be able to make money with machines that aren't working.
[00:44] So Steelhead maintenance is a good way to keep up to date on all of
your maintenance, to ensure that your equipment is running properly.
[00:51] So today more or less we're gonna go through is just the configuring of maintenance
itself, setting up steps, setting up plans, schedules, and kind of diving deep into what
it has to offer.
[01:05] [opens the Maintenance module and dashboard] So the first thing I'm gonna do here is just hop into the maintenance module
here, and this is gonna be our maintenance dashboard.
[01:17] So we have a spot here on the left for any equipment that's due for
recurring maintenance.
[01:22] We have a few in here. This is just one of our demo domains.
[01:25] Also in the middle there we have active maintenance events.
[01:28] These are things that are currently being completed.
[01:31] And on the far right here, we have obviously a list of all completed maintenance
events, which we can also filter by, which I'll get into in a little bit
here.
[01:39] So the first thing with maintenance is obviously identifying your equipment that you actually wanna
be doing maintenance on.
[01:46] So what I'll do here today is I'll make an example, of a piece of
equipment, set it up, and then also set up a quick plan and also put
it on a recurring schedule.
[01:57] And I will note here, at any point in time if you guys have questions,
concerns, or wanna make a comment, feel free to interrupt.
[02:04] No worries there at all.
[02:07] So first step usually is to create the equipment itself.
[02:11] So if I go to equipment here, we have a whole bunch in the system
already here from air compressors, ovens, maybe a powder booth, tanks, whatever you might need
for your shop is gonna be here as equipment.
[02:24] So in this example, I'm actually gonna make a brand new one from scratch.
[02:28] [creates a new piece of equipment] So if I do create new equipment here, I'm actually gonna create a new hoist
for us to do maintenance on.
[02:36] So I will just create a hoist here.
[02:39] If this hoist is in a particular location in your shop, you can also set
a location for it.
[02:43] [sets a location and equipment type] Maybe this one's in plant one equipment type.
[02:46] If you wanna make an equipment type called the hoist and just have all of
your hoist under one equipment type, you can do that as well.
[02:54] If you wanna 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, you can put a label on there signifying that it's out of service.
[03:05] And that will show up in all parts of Steelhead maintenance.
[03:09] And you can also put a description of this hoist as well.
[03:13] So maybe this hoist has a serial number.
[03:17] We could toss a serial number on this piece of equipment.
[03:23] Once you get that all taken care of, you can go in and click save.
[03:30] Give a quick second here. And it's gonna create our hoist for us here.
[03:37] Now the next thing you can do, and what I like to promote is actually
taking pictures of this piece of equipment.
[03:43] So for this hoist here, if I hop into it, obviously our description is displayed
here, that serial number.
[03:50] We can also assign it to a station if we need to.
[03:54] And down here at the bottom we have equipment file.
[03:56] [uploads a photo of the equipment] 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.
[04:07] And now that picture will be displayed here for this particular hoist.
[04:14] 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.
[04:22] So what I can do is I can go into maintenance here and we're gonna
be creating maintenance nodes.
[04:27] And you can think of maintenance nodes as maintenance steps, that we create for our
equipment.
[04:33] So if I hop in here, obviously we have a whole bunch that are already
created here, but we're gonna create a brand new one.
[04:41] [creates a new maintenance node] So if I do new maintenance node here, I'm gonna call this just daily hoist
maintenance and click save.
[04:54] Now, once you create our root node, here is what we call this here, we
can hop in here and this actually isn't actually going to be a step of
the plan, this is just the name of the plan.
[05:04] So we are gonna select skip execution here for, we don't actually have to complete
this step.
[05:09] Now, underneath this daily hoist maintenance, we're gonna create our child nodes or child steps
that we're gonna be completing.
[05:16] [adds a child step to the maintenance plan] So if I click new child load, maybe a step here is to check the
chain on this particular hoist.
[05:26] And once I create this step, I can actually go into this step and create
specific instructions for how to complete this step.
[05:35] They'd be displayed here, so maybe we just need to ensure all the chain links
are secure and there is no rust on the chain.
[05:54] Something along those lines.
[05:56] Obviously this can be, this is gonna be very specific to your guys' particular shops,
but here, if I click save, this is gonna be the instruction that displays when
this step is actually active.
[06:06] And we'll get into that once I actually make this plan active and start actually
completing the steps.
[06:12] If I want to make an additional step here, I can hop into here again,
once again, create a new child node.
[06:21] Maybe we need to check the, let's say hoist controller.
[06:30] Some of these hoist have controllers that they use to, move the hoist up and
down.
[06:35] For example, when you're, you have a, maybe might have a rack of parts that's
on this hoist and you're dipping it down to a tank, maybe there's a controller
on there that you wanna check as well here.
[06:45] [adds a second step with instructions] And within this step, we can just go ahead and say, verify the electrical systems
work on the hoist controller.
[07:02] Lemme click save there.
[07:03] In addition, you can also, upload files for particular steps.
[07:08] [attaches a file to a step] So in this example here for this check the chain, I'm gonna go ahead and
click add file here.
[07:13] And I'm just gonna reuse this picture from earlier.
[07:16] And this file is gonna be displayed when this step is actually being completed.
[07:24] You could do the same for the controller as well, but in this case, I'll
just leave that one blank where you can get into creating the actual plan and
getting it set up on a schedule.
[07:34] Any questions so far from anybody?
[07:42] Perfect. So if I go back to maintenance here, this one's going to be a
daily inspection.
[07:51] So what I'm gonna do is create a brand new recurring plan for this particular
maintenance plan that we're gonna be using here.
[07:59] [creates a new recurring plan] So if I select new recurring plan, the name is recurring plan, I can just
call this daily hoist inspection again here.
[08:10] And we're gonna go select that maintenance node that we created just now, daily hoist
maintenance.
[08:16] And we can either tie this daily hoist maintenance to an equipment type.
[08:20] So if we had like five or six different hoists that we wanna actually apply
this to, we can have all those different hoists under that equipment type and easily
create a recurring plan for all of them at once.
[08:30] In this example, we just have one hoist.
[08:32] [ties the plan to the equipment] So I will just select equipment here and just select this one hoist that we
created earlier.
[08:38] If I want to create a default assignee, maybe this is always gonna be for
myself here.
[08:44] I can go ahead and make myself a default assignee for this particular plan.
[08:51] Now here's where we actually can set up the recurrence rule and frequency mode.
[08:55] So we have obviously daily, weekly, monthly, and yearly options here.
[09:00] If I do select weekly, I will note here that you can select certain days
of the week.
[09:04] Maybe you do certain things on Mondays, Wednesdays, and Fridays.
[09:07] You can make those selections there.
[09:09] But in this case, since it's just a daily plan, I'm just gonna select daily.
[09:15] You also can set a limit.
[09:16] Maybe this is going to end after a few months and you're gonna stop doing
this hoist maintenance.
[09:21] You could set a start and end date, or you can leave it as something
that happens forever, until obviously you go ahead and remove the recurring plan.
[09:31] So let's say I had it start, we'll have it start today and we'll say
at 8:00 AM this morning.
[09:40] I will note another thing here, intervals.
[09:42] You can also say every two days or every two months or two weeks, so
on and so forth.
[09:47] If you need to get that specific. In this case, I will just leave it
every day.
[09:54] 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, 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 times to be, maybe, you know,
at, for this example, let's say like one, and you can add that time as
an occurrence time.
[10:21] That will also prompt us to, to complete once that time comes around as well.
[10:28] So let me make sure that eight o'clock is there.
[10:31] [sets the recurrence rule, start time, and saves] So 8:00 AM. So once I click save here, what's gonna happen, it's gonna actually
create that daily hoist maintenance here.
[10:41] I had it set to be eight o'clock this morning, so therefore it's gonna be
here that it's saying due for maintenance.
[10:48] So we'll have our picture of our hoist, tier daily hoist maintenance.
[10:52] The assignee in this case is myself.
[10:54] And then from here, we just need to go ahead and begin this plan and
eventually complete it.
[11:01] So one thing I will note here, if I want to just look at things
that are assigned to myself and like in this case, I'm logged in as myself
here, Calvin.
[11:10] [filters maintenance items assigned to me] So if I select this option here, it's gonna filter out only maintenance that's assigned
to me.
[11:16] So in this case, it looks like I have a few things.
[11:17] I have this daily hoist maintenance that we just created that's assigned to me as
well as the titration, some pH and temperature checks as well, and some oven checks.
[11:25] 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.
[11:33] [opens the maintenance event to begin it] So to actually go ahead and complete this and begin the event, we're gonna click
this little gear icon, and this is gonna pull in, okay, daily hoist maintenance on
our hoist.
[11:45] Looks good. So we can just go ahead and click save and begin.
[11:54] And looks like internet's slightly slow here.
[12:04] Bear with me. There we go.
[12:09] So let me quickly refresh my page.
[12:20] Internet's slightly slow right now.
[12:28] So this maintenance event screen, this is actually going to be where we go ahead
and complete the steps that we created.
[12:34] There is a spot for comments while you're doing this event, there's a spot where
you can upload files.
[12:38] Maybe you notice something and you wanna document it.
[12:41] You can also take a picture of that and tie it to this particular maintenance
event.
[12:47] But if I'm just gonna 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.
[12:57] [completes multiple nodes and starts the labor timer] So if I select complete multiple nodes, what it's gonna do, it's going to pull
up all of my steps that I created.
[13:02] And it's also gonna start a labor timer here.
[13:06] So this is gonna 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.
[13:18] So here obviously we have checked the chain, ensure all the chain links are secure
and there is no rust on the chain.
[13:27] That file that I put in here is gonna be displayed, and this could be
any file that you guys want.
[13:32] You can also just put a document here as well, maybe explaining how to do
this, or what needs to be actually checked.
[13:38] Same thing for this hoist controller.
[13:40] I didn't put a file on this one, but again, you could put a file
here and have it displayed.
[13:45] So once I actually wanna go complete these steps, I can go ahead and quickly
check this chain here, in this case, and go ahead and complete.
[13:53] And then once I need it, once I check the hoist controller as well, I
can complete that as well and click save.
[14:00] Now in this case, it's telling me I spent one minute doing this maintenance event.
[14:06] And this, if you need to change it for whatever reason, maybe your timer didn't
start or you wanna adjust this, you can, but here I'm just gonna click save.
[14:19] So 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 timestamp and also attribute that
labor cost to this particular maintenance event.
[14:32] In this case, this user of mine had a labor rate set up on it.
[14:36] So based on the time I spent, it's gonna give me a labor cost of
how much that cost the company for this particular user to do this maintenance event.
[14:48] [returns to the dashboard to see the event completed] 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.
[15:03] We can also at any point in time go back into that event if there
was comments or files that were made.
[15:09] We can have those documented here and reference those anytime.
[15:13] But it's pretty easy to find the maintenance events that you have completed within Steelhead
maintenance.
[15:20] Another way you can find maintenance done on a particular piece of equipment is if
you actually go to the equipment level.
[15:26] [views maintenance history at the equipment level] So if I click on this hoist here that we created earlier, first of all,
we now have our recurring maintenance plan set up here.
[15:34] It'll tell me the last time that I did this, which was obviously just now,
the next time it is due will be eight o'clock tomorrow morning.
[15:41] So at 8:00 AM tomorrow morning, it'll show up in our recurring maintenance section on
our dashboard.
[15:48] 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.
[15:54] So in this case, here's the one we just completed.
[15:56] It'll have the created-at and completed-at date, who it was assigned to.
[16:03] And once again, here you could also hop back in here and see all the
information about it if you need to.
[16:12] Any questions so far on that aspect?
[16:21] 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.
[16:31] I will mention here as well, if you want to go to maintenance events, there's
also a way to review all completed events through this screen here.
[16:38] And once again, like most parts of Steelhead, you can filter out and find exactly
what you're looking for.
[16:44] [filters completed maintenance events by equipment and plan] So if you need to find, let's say I wanna see all of my maintenance
that I've done on Tank One, I can filter by this equipment, it's gonna show
me all the maintenance events that I've done for this particular tank.
[16:58] You could also get down even further and filter out by a certain plan.
[17:02] Maybe you just wanna view the titrations that you've done.
[17:06] 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,
all the labor costs associated with them and when they were created and eventually completed
at here.
[17:24] And again, you could also click into this and see all the information about that
if you need to.
[17:32] Any questions regarding identifying completed maintenance events and finding that information.
[17:41] Perfect. And like I mentioned, anytime if you do have a question or something, just
you wanna know something, yeah, definitely just intervene and interrupt me.
[17:49] No problem. So if I go back to the maintenance dashboard, I kinda wanna focus
on some specific maintenance to particular shops.
[17:59] Obviously we have different types of shops that we offer Steelhead for, plating shops, painting
and powder coating.
[18:06] Obviously the maintenance regarding those shops is gonna be different.
[18:11] So what I do want to actually show here is the way that a titration
will actually work in Steelhead.
[18:18] This is gonna be for those plants that are doing titrations and calculating concentrations on
their tanks, and showing how we can kind of set that up, have it do
your calculations for you, and then eventually show where we can kind of view that
information all on a nice dashboard.
[18:33] Maybe you wanna see all your concentrations over the last month, year, or week.
[18:38] We can do that pretty easily. So I'm gonna go back and filter out by
stuff that's assigned to me here.
[18:47] We have tank one chemical A titration.
[18:50] [begins a tank titration maintenance event] So I'm gonna begin this particular event.
[18:55] I'm gonna go ahead and click save and begin.
[18:59] So here are the steps in this case for this particular titration.
[19:02] An apparatus steps, which pretty much will tell us what the equipment we need for
this is, obviously the instructions, how to do the titration, and that's just about 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.
[19:19] All this is possible with Steelhead maintenance.
[19:21] 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
logic behind our maintenance plans and nodes.
[19:47] So if I go ahead and try to complete this titration here, here we have
our first step where we gather our equipment.
[19:55] Here's a little picture of what we need and a list form of what we
actually need as well.
[19:59] So we can say, yep, we gather our equipment here, we have titration instructions.
[20:04] These are gonna be particular to certain tanks.
[20:07] We go ahead and just complete this when we actually go ahead and do these
steps.
[20:12] And at the bottom you'll notice that it tells us to record a milliliter of
chemical B that we added in.
[20:16] This would be like our titrant.
[20:20] [records the titration result and calculated concentration] So if I go ahead and actually say, let's say I added 12 milliliters of
chemical B during this titration, it's gonna automatically calculate here what our concentration is of
the chemical we're looking at here, in this case, chemical A.
[20:35] So all we need to do is just verify that and then type it into
this little text box and click complete.
[20:43] And then also based on this concentration, it'll tell me what I need to add
into this tank to get it back at the level where I need it to
be.
[20:51] So in this case, eight gallons.
[20:54] [depletes chemical inventory from the titration result] And we can go ahead and deplete eight gallons directly from our inventory.
[20:58] This chemical A is actually in our inventory.
[21:02] Our live count of it is 91.
[21:03] So if I go ahead and deplete eight gallons, it'll remove that and update my
live count.
[21:11] So I click complete here and save.
[21:17] First of all, it's gonna prompt me with verifying the time that I spent.
[21:21] Again, our timer would be running during this maintenance event.
[21:28] So a minute 36 seconds, we go ahead and click save.
[21:32] And now this maintenance event is now recorded and all the information is down here,
how much, how many milliliters of chemical B we added, ultimately what the concentration was
here.
[21:41] And also I should mention that it will record who completes which step.
[21:46] 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.
[21:56] And again, once again down here we have our billed labor, which gives me our
labor cost here in this case.
[22:05] So where this can be useful is if I have this concentration recorded, if I
go back to my maintenance dashboard, we have an area in here called sensor dashboards.
[22:20] [opens the sensor dashboard for tank monitoring] 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.
[22:32] 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.
[22:42] And the reason it's a check is because if I click this little stoplight, this
will show me the parameters for this particular concentration.
[22:50] And in this case, we have the minimum set to five, the maximum set to
seven, and our six in this case is within that range.
[23:00] So it is a solid measurement and it gives us the check mark saying it
is valid.
[23:08] Also, this particular sensor here is valid for 12 hours.
[23:13] So it also is gonna be a check mark because it's within our valid time
too.
[23:17] Once 12 hours passes, it's going to turn back into a red X saying, hey,
we need to take a new measurement here.
[23:23] This goes back to my comment about certain shops having maybe two titrations done per
day, one in the morning, one in the afternoon.
[23:31] This way we can say, hey, it's gonna be valid for maybe six hours.
[23:34] So after six hours goes by, it's gonna 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.
[23:44] If I want to take one, I can save and begin and do the titration
again to get a new value on our sensor dashboard.
[23:56] So if I scroll down here, this is gonna be a live look at all
the measurements that we've taken.
[24:03] And in this case it's gonna show all three of these.
[24:05] [filters the sensor dashboard by date range] Let's just say we just wanna look at our concentration of chemical A. And maybe
I wanna look at it for the last year in this case.
[24:16] So 1-1-24 to, if I do, 1-1-25.
[24:34] So this here will give me a live look at all of my measurements that
I've taken for this particular concentration in this timeframe.
[24:44] There are very easy ways to do it for the last day, last week, last
month with just a click.
[24:49] But if you wanna see it for like the entire year in this case, you
can go ahead and see it and it'll show you on this graph what all
our measurements were.
[24:56] And you can actually see live when they actually do go out of spec here,
because obviously we have it set up to be five to seven.
[25:04] So if it does jump out of that range, we'll live see it and see
what the date and timestamp was when it jumped out of spec.
[25:13] So most of these looked in spec.
[25:15] 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
where needed to be.
[25:21] Like in this case, we need to do another titration, maybe do some addition to
get it back down to our range here.
[25:30] There's also other detailed statistics you can get here, in this case, of this concentration
of chemical A, you can get a mean, standard deviation, CCP, and CPK information as
well, if you need that.
[25:44] Any questions regarding the sensor dashboard?
[25:51] Perfect. So I'm gonna go back to the maintenance dashboard here.
[25:55] So Steelhead maintenance is pretty versatile.
[25:58] You can tackle, like I just mentioned, titrations, you can also tackle just step-by-step plans,
inspections, and using the software, it it's gonna track all these, you can, you can
assign 'em to users.
[26:12] And it's all gonna 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 wanna
see all your different forklift inspections you've done, right?
[26:23] 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 other things as well here.
[26:47] Any questions yet? Or does it all make sense everybody so far?
[26:56] Perfect. So other than that, there is, so 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 corrective maintenance as well within Steelhead.
[27:14] So I will detail what that looks like real quick here.
[27:18] [creates a maintenance order/request node] So how easy this is, I actually make a maintenance node here called maintenance order
slash request.
[27:28] So any point in time, if there's something that happens to a particular tank or
forklift or powder booth and you wanna do some quick maintenance on it, we can
use this maintenance order slash request node to actually, number one, set up the maintenance
event that needs to happen, as well as document that on our piece of equipment.
[27:47] [logs a corrective maintenance request with a photo] So the example I'm gonna 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
something to repair it, what I can do is I can click new maintenance event
here and I'm gonna select a node and if I type in that request, I
can put in a maintenance order slash request.
[28:09] I can also again have an assignee here.
[28:14] I'll assign myself and let's say tank one, we're noticing some issues on it that
we want to document here.
[28:22] So what I can do is then click save and begin.
[28:27] And what we can do here is we can say this tank has collapsed, needs
repair, and I can submit this little comment here.
[28:43] And what I can then do is I can upload a file of what we're
actually looking at here.
[28:47] So in this case, I have a nice picture here, I'm gonna drag in. Give
it a second to upload fully here, just a picture of a collapsed tank.
[28:59] 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 on the daily.
[29:04] So if I click save, it's gonna attach this file to this particular event here.
[29:14] So I can very easily see what they're talking about here.
[29:17] Hey, this tank has collapsed, needs repair, you can view that file just like that.
[29:22] Now if I go back to my maintenance dashboard here again, I assigned it to
myself.
[29:26] So what it's gonna look like here, it's gonna be an active maintenance event saying,
hey, there's a maintenance order slash request for tank one out there and it's assigned
to myself here, right?
[29:37] So I could actually click right into this and kind of see the details of
this maintenance order or request.
[29:42] And if I hop in here, I'll see, okay, it looks like Calvin's saying this
tank has collapsed and needs repair, and I can see the picture.
[29:52] And the way I would complete this is I made a step here with some
instructions.
[29:56] So it says, complete this step when maintenance request is fulfilled.
[29:59] You can make any additional notes and attach a file if needed.
[30:03] [completes the corrective maintenance event] So once we're actually gonna be working on this, I can go ahead and complete
multiple nodes.
[30:09] My timer's gonna start as I go ahead and do this.
[30:13] And then here I can document what I actually performed to complete this maintenance event
here.
[30:18] So I could say tank was repaired, something very simple, and click complete.
[30:29] And once I click save, obviously my time spent doing that will be recorded.
[30:34] I can go and click save. And now this is officially completed with the date
and timestamp.
[30:40] Again, labor costs would be associated, and if I wanna 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 that I actually just now completed.
[30:52] 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.
[31:04] Now, if I go to tank one here, what that's gonna look like on the
tank one level, if I scroll down here, we have a maintenance order request completed
by Calvin on this date and time.
[31:17] 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.
[31:34] Any questions?
[31:39] Is there anything that you have seen so far that you think Steelhead maintenance doesn't
cover?
[31:47] It is pretty versatile.
[31:50] Like I've been showing here, 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 Steelhead maintenance would not be able to
achieve for you?
[32:15] Nobody. All righty.
[32:18] So that's kind of a nice little look at what Steelhead maintenance has to offer.
[32:22] I hope that this maybe fires you guys up to maybe wanna get on it
yourself and start to track these maintenance events on the daily, weekly, or monthly basis.
[32:33] This is now gonna be a time where I'm gonna open up to any sort
of Q&A, so if there is anything that you wanna mention, now would be the
time to do so.
[32:55] Doesn't sound like we have any questions or requests. If that's the case, that's kind
of a basic look at Steelhead maintenance for you guys today.
[33:06] Thank you Calvin. You betcha.
[33:11] Thank you.
[33:15] You are welcome.
[33:16] Any last chance for any questions?
[33:18] Oh, we're open to everything. So any sort of request, questions, or concerns, I guess
there isn't any.
[33:25] That's probably a good sign actually, so.
[33:31] Well perfect. Well, thank you everybody for joining today.
[33:35] I hope that this was a productive meeting for you guys, and like I said,
hopefully this may drive you guys to get on Steelhead maintenance yourself, and we'll be
more than happy to get everything configured for you guys.
[33:52] Thanks Calvin. You betcha.
[33:58] All right, thanks everybody. Good work.
[00:02] You know I'm Calvin Kantola from Steelhead, and today we're be running through maintenance in
in our software here.
[00:11] So we're just gonna go through all things maintenance, what it can handle, for you
and your shop.
[00:17] And just wanna start off with the importance of maintenance itself.
[00:20] It's important that you keep your equipment up to date, and be able to prove
that you are doing your daily, weekly, monthly checks on it, for auditing purposes.
[00:30] And to also avoid unpredicted downtime.
[00:34] Obviously, if you have a machine that just unexpectedly stops working, obviously it's going to
affect your production, right?
[00:41] You won't be able to make money with machines that aren't working.
[00:44] So Steelhead maintenance is a good way to keep up to date on all of
your maintenance, to ensure that your equipment is running properly.
[00:51] So today more or less we're gonna go through is just the configuring of maintenance
itself, setting up steps, setting up plans, schedules, and kind of diving deep into what
it has to offer.
[01:05] [opens the Maintenance module and dashboard] So the first thing I'm gonna do here is just hop into the maintenance module
here, and this is gonna be our maintenance dashboard.
[01:17] So we have a spot here on the left for any equipment that's due for
recurring maintenance.
[01:22] We have a few in here. This is just one of our demo domains.
[01:25] Also in the middle there we have active maintenance events.
[01:28] These are things that are currently being completed.
[01:31] And on the far right here, we have obviously a list of all completed maintenance
events, which we can also filter by, which I'll get into in a little bit
here.
[01:39] So the first thing with maintenance is obviously identifying your equipment that you actually wanna
be doing maintenance on.
[01:46] So what I'll do here today is I'll make an example, of a piece of
equipment, set it up, and then also set up a quick plan and also put
it on a recurring schedule.
[01:57] And I will note here, at any point in time if you guys have questions,
concerns, or wanna make a comment, feel free to interrupt.
[02:04] No worries there at all.
[02:07] So first step usually is to create the equipment itself.
[02:11] So if I go to equipment here, we have a whole bunch in the system
already here from air compressors, ovens, maybe a powder booth, tanks, whatever you might need
for your shop is gonna be here as equipment.
[02:24] So in this example, I'm actually gonna make a brand new one from scratch.
[02:28] [creates a new piece of equipment] So if I do create new equipment here, I'm actually gonna create a new hoist
for us to do maintenance on.
[02:36] So I will just create a hoist here.
[02:39] If this hoist is in a particular location in your shop, you can also set
a location for it.
[02:43] [sets a location and equipment type] Maybe this one's in plant one equipment type.
[02:46] If you wanna make an equipment type called the hoist and just have all of
your hoist under one equipment type, you can do that as well.
[02:54] If you wanna 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, you can put a label on there signifying that it's out of service.
[03:05] And that will show up in all parts of Steelhead maintenance.
[03:09] And you can also put a description of this hoist as well.
[03:13] So maybe this hoist has a serial number.
[03:17] We could toss a serial number on this piece of equipment.
[03:23] Once you get that all taken care of, you can go in and click save.
[03:30] Give a quick second here. And it's gonna create our hoist for us here.
[03:37] Now the next thing you can do, and what I like to promote is actually
taking pictures of this piece of equipment.
[03:43] So for this hoist here, if I hop into it, obviously our description is displayed
here, that serial number.
[03:50] We can also assign it to a station if we need to.
[03:54] And down here at the bottom we have equipment file.
[03:56] [uploads a photo of the equipment] 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.
[04:07] And now that picture will be displayed here for this particular hoist.
[04:14] 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.
[04:22] So what I can do is I can go into maintenance here and we're gonna
be creating maintenance nodes.
[04:27] And you can think of maintenance nodes as maintenance steps, that we create for our
equipment.
[04:33] So if I hop in here, obviously we have a whole bunch that are already
created here, but we're gonna create a brand new one.
[04:41] [creates a new maintenance node] So if I do new maintenance node here, I'm gonna call this just daily hoist
maintenance and click save.
[04:54] Now, once you create our root node, here is what we call this here, we
can hop in here and this actually isn't actually going to be a step of
the plan, this is just the name of the plan.
[05:04] So we are gonna select skip execution here for, we don't actually have to complete
this step.
[05:09] Now, underneath this daily hoist maintenance, we're gonna create our child nodes or child steps
that we're gonna be completing.
[05:16] [adds a child step to the maintenance plan] So if I click new child load, maybe a step here is to check the
chain on this particular hoist.
[05:26] And once I create this step, I can actually go into this step and create
specific instructions for how to complete this step.
[05:35] They'd be displayed here, so maybe we just need to ensure all the chain links
are secure and there is no rust on the chain.
[05:54] Something along those lines.
[05:56] Obviously this can be, this is gonna be very specific to your guys' particular shops,
but here, if I click save, this is gonna be the instruction that displays when
this step is actually active.
[06:06] And we'll get into that once I actually make this plan active and start actually
completing the steps.
[06:12] If I want to make an additional step here, I can hop into here again,
once again, create a new child node.
[06:21] Maybe we need to check the, let's say hoist controller.
[06:30] Some of these hoist have controllers that they use to, move the hoist up and
down.
[06:35] For example, when you're, you have a, maybe might have a rack of parts that's
on this hoist and you're dipping it down to a tank, maybe there's a controller
on there that you wanna check as well here.
[06:45] [adds a second step with instructions] And within this step, we can just go ahead and say, verify the electrical systems
work on the hoist controller.
[07:02] Lemme click save there.
[07:03] In addition, you can also, upload files for particular steps.
[07:08] [attaches a file to a step] So in this example here for this check the chain, I'm gonna go ahead and
click add file here.
[07:13] And I'm just gonna reuse this picture from earlier.
[07:16] And this file is gonna be displayed when this step is actually being completed.
[07:24] You could do the same for the controller as well, but in this case, I'll
just leave that one blank where you can get into creating the actual plan and
getting it set up on a schedule.
[07:34] Any questions so far from anybody?
[07:42] Perfect. So if I go back to maintenance here, this one's going to be a
daily inspection.
[07:51] So what I'm gonna do is create a brand new recurring plan for this particular
maintenance plan that we're gonna be using here.
[07:59] [creates a new recurring plan] So if I select new recurring plan, the name is recurring plan, I can just
call this daily hoist inspection again here.
[08:10] And we're gonna go select that maintenance node that we created just now, daily hoist
maintenance.
[08:16] And we can either tie this daily hoist maintenance to an equipment type.
[08:20] So if we had like five or six different hoists that we wanna actually apply
this to, we can have all those different hoists under that equipment type and easily
create a recurring plan for all of them at once.
[08:30] In this example, we just have one hoist.
[08:32] [ties the plan to the equipment] So I will just select equipment here and just select this one hoist that we
created earlier.
[08:38] If I want to create a default assignee, maybe this is always gonna be for
myself here.
[08:44] I can go ahead and make myself a default assignee for this particular plan.
[08:51] Now here's where we actually can set up the recurrence rule and frequency mode.
[08:55] So we have obviously daily, weekly, monthly, and yearly options here.
[09:00] If I do select weekly, I will note here that you can select certain days
of the week.
[09:04] Maybe you do certain things on Mondays, Wednesdays, and Fridays.
[09:07] You can make those selections there.
[09:09] But in this case, since it's just a daily plan, I'm just gonna select daily.
[09:15] You also can set a limit.
[09:16] Maybe this is going to end after a few months and you're gonna stop doing
this hoist maintenance.
[09:21] You could set a start and end date, or you can leave it as something
that happens forever, until obviously you go ahead and remove the recurring plan.
[09:31] So let's say I had it start, we'll have it start today and we'll say
at 8:00 AM this morning.
[09:40] I will note another thing here, intervals.
[09:42] You can also say every two days or every two months or two weeks, so
on and so forth.
[09:47] If you need to get that specific. In this case, I will just leave it
every day.
[09:54] 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, 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 times to be, maybe, you know,
at, for this example, let's say like one, and you can add that time as
an occurrence time.
[10:21] That will also prompt us to, to complete once that time comes around as well.
[10:28] So let me make sure that eight o'clock is there.
[10:31] [sets the recurrence rule, start time, and saves] So 8:00 AM. So once I click save here, what's gonna happen, it's gonna actually
create that daily hoist maintenance here.
[10:41] I had it set to be eight o'clock this morning, so therefore it's gonna be
here that it's saying due for maintenance.
[10:48] So we'll have our picture of our hoist, tier daily hoist maintenance.
[10:52] The assignee in this case is myself.
[10:54] And then from here, we just need to go ahead and begin this plan and
eventually complete it.
[11:01] So one thing I will note here, if I want to just look at things
that are assigned to myself and like in this case, I'm logged in as myself
here, Calvin.
[11:10] [filters maintenance items assigned to me] So if I select this option here, it's gonna filter out only maintenance that's assigned
to me.
[11:16] So in this case, it looks like I have a few things.
[11:17] I have this daily hoist maintenance that we just created that's assigned to me as
well as the titration, some pH and temperature checks as well, and some oven checks.
[11:25] 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.
[11:33] [opens the maintenance event to begin it] So to actually go ahead and complete this and begin the event, we're gonna click
this little gear icon, and this is gonna pull in, okay, daily hoist maintenance on
our hoist.
[11:45] Looks good. So we can just go ahead and click save and begin.
[11:54] And looks like internet's slightly slow here.
[12:04] Bear with me. There we go.
[12:09] So let me quickly refresh my page.
[12:20] Internet's slightly slow right now.
[12:28] So this maintenance event screen, this is actually going to be where we go ahead
and complete the steps that we created.
[12:34] There is a spot for comments while you're doing this event, there's a spot where
you can upload files.
[12:38] Maybe you notice something and you wanna document it.
[12:41] You can also take a picture of that and tie it to this particular maintenance
event.
[12:47] But if I'm just gonna 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.
[12:57] [completes multiple nodes and starts the labor timer] So if I select complete multiple nodes, what it's gonna do, it's going to pull
up all of my steps that I created.
[13:02] And it's also gonna start a labor timer here.
[13:06] So this is gonna 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.
[13:18] So here obviously we have checked the chain, ensure all the chain links are secure
and there is no rust on the chain.
[13:27] That file that I put in here is gonna be displayed, and this could be
any file that you guys want.
[13:32] You can also just put a document here as well, maybe explaining how to do
this, or what needs to be actually checked.
[13:38] Same thing for this hoist controller.
[13:40] I didn't put a file on this one, but again, you could put a file
here and have it displayed.
[13:45] So once I actually wanna go complete these steps, I can go ahead and quickly
check this chain here, in this case, and go ahead and complete.
[13:53] And then once I need it, once I check the hoist controller as well, I
can complete that as well and click save.
[14:00] Now in this case, it's telling me I spent one minute doing this maintenance event.
[14:06] And this, if you need to change it for whatever reason, maybe your timer didn't
start or you wanna adjust this, you can, but here I'm just gonna click save.
[14:19] So 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 timestamp and also attribute that
labor cost to this particular maintenance event.
[14:32] In this case, this user of mine had a labor rate set up on it.
[14:36] So based on the time I spent, it's gonna give me a labor cost of
how much that cost the company for this particular user to do this maintenance event.
[14:48] [returns to the dashboard to see the event completed] 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.
[15:03] We can also at any point in time go back into that event if there
was comments or files that were made.
[15:09] We can have those documented here and reference those anytime.
[15:13] But it's pretty easy to find the maintenance events that you have completed within Steelhead
maintenance.
[15:20] Another way you can find maintenance done on a particular piece of equipment is if
you actually go to the equipment level.
[15:26] [views maintenance history at the equipment level] So if I click on this hoist here that we created earlier, first of all,
we now have our recurring maintenance plan set up here.
[15:34] It'll tell me the last time that I did this, which was obviously just now,
the next time it is due will be eight o'clock tomorrow morning.
[15:41] So at 8:00 AM tomorrow morning, it'll show up in our recurring maintenance section on
our dashboard.
[15:48] 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.
[15:54] So in this case, here's the one we just completed.
[15:56] It'll have the created-at and completed-at date, who it was assigned to.
[16:03] And once again, here you could also hop back in here and see all the
information about it if you need to.
[16:12] Any questions so far on that aspect?
[16:21] 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.
[16:31] I will mention here as well, if you want to go to maintenance events, there's
also a way to review all completed events through this screen here.
[16:38] And once again, like most parts of Steelhead, you can filter out and find exactly
what you're looking for.
[16:44] [filters completed maintenance events by equipment and plan] So if you need to find, let's say I wanna see all of my maintenance
that I've done on Tank One, I can filter by this equipment, it's gonna show
me all the maintenance events that I've done for this particular tank.
[16:58] You could also get down even further and filter out by a certain plan.
[17:02] Maybe you just wanna view the titrations that you've done.
[17:06] 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,
all the labor costs associated with them and when they were created and eventually completed
at here.
[17:24] And again, you could also click into this and see all the information about that
if you need to.
[17:32] Any questions regarding identifying completed maintenance events and finding that information.
[17:41] Perfect. And like I mentioned, anytime if you do have a question or something, just
you wanna know something, yeah, definitely just intervene and interrupt me.
[17:49] No problem. So if I go back to the maintenance dashboard, I kinda wanna focus
on some specific maintenance to particular shops.
[17:59] Obviously we have different types of shops that we offer Steelhead for, plating shops, painting
and powder coating.
[18:06] Obviously the maintenance regarding those shops is gonna be different.
[18:11] So what I do want to actually show here is the way that a titration
will actually work in Steelhead.
[18:18] This is gonna be for those plants that are doing titrations and calculating concentrations on
their tanks, and showing how we can kind of set that up, have it do
your calculations for you, and then eventually show where we can kind of view that
information all on a nice dashboard.
[18:33] Maybe you wanna see all your concentrations over the last month, year, or week.
[18:38] We can do that pretty easily. So I'm gonna go back and filter out by
stuff that's assigned to me here.
[18:47] We have tank one chemical A titration.
[18:50] [begins a tank titration maintenance event] So I'm gonna begin this particular event.
[18:55] I'm gonna go ahead and click save and begin.
[18:59] So here are the steps in this case for this particular titration.
[19:02] An apparatus steps, which pretty much will tell us what the equipment we need for
this is, obviously the instructions, how to do the titration, and that's just about 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.
[19:19] All this is possible with Steelhead maintenance.
[19:21] 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
logic behind our maintenance plans and nodes.
[19:47] So if I go ahead and try to complete this titration here, here we have
our first step where we gather our equipment.
[19:55] Here's a little picture of what we need and a list form of what we
actually need as well.
[19:59] So we can say, yep, we gather our equipment here, we have titration instructions.
[20:04] These are gonna be particular to certain tanks.
[20:07] We go ahead and just complete this when we actually go ahead and do these
steps.
[20:12] And at the bottom you'll notice that it tells us to record a milliliter of
chemical B that we added in.
[20:16] This would be like our titrant.
[20:20] [records the titration result and calculated concentration] So if I go ahead and actually say, let's say I added 12 milliliters of
chemical B during this titration, it's gonna automatically calculate here what our concentration is of
the chemical we're looking at here, in this case, chemical A.
[20:35] So all we need to do is just verify that and then type it into
this little text box and click complete.
[20:43] And then also based on this concentration, it'll tell me what I need to add
into this tank to get it back at the level where I need it to
be.
[20:51] So in this case, eight gallons.
[20:54] [depletes chemical inventory from the titration result] And we can go ahead and deplete eight gallons directly from our inventory.
[20:58] This chemical A is actually in our inventory.
[21:02] Our live count of it is 91.
[21:03] So if I go ahead and deplete eight gallons, it'll remove that and update my
live count.
[21:11] So I click complete here and save.
[21:17] First of all, it's gonna prompt me with verifying the time that I spent.
[21:21] Again, our timer would be running during this maintenance event.
[21:28] So a minute 36 seconds, we go ahead and click save.
[21:32] And now this maintenance event is now recorded and all the information is down here,
how much, how many milliliters of chemical B we added, ultimately what the concentration was
here.
[21:41] And also I should mention that it will record who completes which step.
[21:46] 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.
[21:56] And again, once again down here we have our billed labor, which gives me our
labor cost here in this case.
[22:05] So where this can be useful is if I have this concentration recorded, if I
go back to my maintenance dashboard, we have an area in here called sensor dashboards.
[22:20] [opens the sensor dashboard for tank monitoring] 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.
[22:32] 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.
[22:42] And the reason it's a check is because if I click this little stoplight, this
will show me the parameters for this particular concentration.
[22:50] And in this case, we have the minimum set to five, the maximum set to
seven, and our six in this case is within that range.
[23:00] So it is a solid measurement and it gives us the check mark saying it
is valid.
[23:08] Also, this particular sensor here is valid for 12 hours.
[23:13] So it also is gonna be a check mark because it's within our valid time
too.
[23:17] Once 12 hours passes, it's going to turn back into a red X saying, hey,
we need to take a new measurement here.
[23:23] This goes back to my comment about certain shops having maybe two titrations done per
day, one in the morning, one in the afternoon.
[23:31] This way we can say, hey, it's gonna be valid for maybe six hours.
[23:34] So after six hours goes by, it's gonna 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.
[23:44] If I want to take one, I can save and begin and do the titration
again to get a new value on our sensor dashboard.
[23:56] So if I scroll down here, this is gonna be a live look at all
the measurements that we've taken.
[24:03] And in this case it's gonna show all three of these.
[24:05] [filters the sensor dashboard by date range] Let's just say we just wanna look at our concentration of chemical A. And maybe
I wanna look at it for the last year in this case.
[24:16] So 1-1-24 to, if I do, 1-1-25.
[24:34] So this here will give me a live look at all of my measurements that
I've taken for this particular concentration in this timeframe.
[24:44] There are very easy ways to do it for the last day, last week, last
month with just a click.
[24:49] But if you wanna see it for like the entire year in this case, you
can go ahead and see it and it'll show you on this graph what all
our measurements were.
[24:56] And you can actually see live when they actually do go out of spec here,
because obviously we have it set up to be five to seven.
[25:04] So if it does jump out of that range, we'll live see it and see
what the date and timestamp was when it jumped out of spec.
[25:13] So most of these looked in spec.
[25:15] 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
where needed to be.
[25:21] Like in this case, we need to do another titration, maybe do some addition to
get it back down to our range here.
[25:30] There's also other detailed statistics you can get here, in this case, of this concentration
of chemical A, you can get a mean, standard deviation, CCP, and CPK information as
well, if you need that.
[25:44] Any questions regarding the sensor dashboard?
[25:51] Perfect. So I'm gonna go back to the maintenance dashboard here.
[25:55] So Steelhead maintenance is pretty versatile.
[25:58] You can tackle, like I just mentioned, titrations, you can also tackle just step-by-step plans,
inspections, and using the software, it it's gonna track all these, you can, you can
assign 'em to users.
[26:12] And it's all gonna 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 wanna
see all your different forklift inspections you've done, right?
[26:23] 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 other things as well here.
[26:47] Any questions yet? Or does it all make sense everybody so far?
[26:56] Perfect. So other than that, there is, so 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 corrective maintenance as well within Steelhead.
[27:14] So I will detail what that looks like real quick here.
[27:18] [creates a maintenance order/request node] So how easy this is, I actually make a maintenance node here called maintenance order
slash request.
[27:28] So any point in time, if there's something that happens to a particular tank or
forklift or powder booth and you wanna do some quick maintenance on it, we can
use this maintenance order slash request node to actually, number one, set up the maintenance
event that needs to happen, as well as document that on our piece of equipment.
[27:47] [logs a corrective maintenance request with a photo] So the example I'm gonna 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
something to repair it, what I can do is I can click new maintenance event
here and I'm gonna select a node and if I type in that request, I
can put in a maintenance order slash request.
[28:09] I can also again have an assignee here.
[28:14] I'll assign myself and let's say tank one, we're noticing some issues on it that
we want to document here.
[28:22] So what I can do is then click save and begin.
[28:27] And what we can do here is we can say this tank has collapsed, needs
repair, and I can submit this little comment here.
[28:43] And what I can then do is I can upload a file of what we're
actually looking at here.
[28:47] So in this case, I have a nice picture here, I'm gonna drag in. Give
it a second to upload fully here, just a picture of a collapsed tank.
[28:59] 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 on the daily.
[29:04] So if I click save, it's gonna attach this file to this particular event here.
[29:14] So I can very easily see what they're talking about here.
[29:17] Hey, this tank has collapsed, needs repair, you can view that file just like that.
[29:22] Now if I go back to my maintenance dashboard here again, I assigned it to
myself.
[29:26] So what it's gonna look like here, it's gonna be an active maintenance event saying,
hey, there's a maintenance order slash request for tank one out there and it's assigned
to myself here, right?
[29:37] So I could actually click right into this and kind of see the details of
this maintenance order or request.
[29:42] And if I hop in here, I'll see, okay, it looks like Calvin's saying this
tank has collapsed and needs repair, and I can see the picture.
[29:52] And the way I would complete this is I made a step here with some
instructions.
[29:56] So it says, complete this step when maintenance request is fulfilled.
[29:59] You can make any additional notes and attach a file if needed.
[30:03] [completes the corrective maintenance event] So once we're actually gonna be working on this, I can go ahead and complete
multiple nodes.
[30:09] My timer's gonna start as I go ahead and do this.
[30:13] And then here I can document what I actually performed to complete this maintenance event
here.
[30:18] So I could say tank was repaired, something very simple, and click complete.
[30:29] And once I click save, obviously my time spent doing that will be recorded.
[30:34] I can go and click save. And now this is officially completed with the date
and timestamp.
[30:40] Again, labor costs would be associated, and if I wanna 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 that I actually just now completed.
[30:52] 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.
[31:04] Now, if I go to tank one here, what that's gonna look like on the
tank one level, if I scroll down here, we have a maintenance order request completed
by Calvin on this date and time.
[31:17] 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.
[31:34] Any questions?
[31:39] Is there anything that you have seen so far that you think Steelhead maintenance doesn't
cover?
[31:47] It is pretty versatile.
[31:50] Like I've been showing here, 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 Steelhead maintenance would not be able to
achieve for you?
[32:15] Nobody. All righty.
[32:18] So that's kind of a nice little look at what Steelhead maintenance has to offer.
[32:22] I hope that this maybe fires you guys up to maybe wanna get on it
yourself and start to track these maintenance events on the daily, weekly, or monthly basis.
[32:33] This is now gonna be a time where I'm gonna open up to any sort
of Q&A, so if there is anything that you wanna mention, now would be the
time to do so.
[32:55] Doesn't sound like we have any questions or requests. If that's the case, that's kind
of a basic look at Steelhead maintenance for you guys today.
[33:06] Thank you Calvin. You betcha.
[33:11] Thank you.
[33:15] You are welcome.
[33:16] Any last chance for any questions?
[33:18] Oh, we're open to everything. So any sort of request, questions, or concerns, I guess
there isn't any.
[33:25] That's probably a good sign actually, so.
[33:31] Well perfect. Well, thank you everybody for joining today.
[33:35] I hope that this was a productive meeting for you guys, and like I said,
hopefully this may drive you guys to get on Steelhead maintenance yourself, and we'll be
more than happy to get everything configured for you guys.
[33:52] Thanks Calvin. You betcha.
[33:58] All right, thanks everybody. Good work.
Taxonomy tags
Steelhead product area
Maintenance; Equipment; Quality
Feature / module
Maintenance dashboard; Equipment; Maintenance nodes; Recurring plans; Sensor dashboards; Inventory depletion
Workflow category
Preventative maintenance; corrective maintenance; equipment audit trail; labor and cost tracking
Topics covered
Setting up equipment and maintenance plans; recurring schedules; labor timers and cost; tank titrations and
calculation-driven tasks; sensor dashboards and spec ranges; corrective maintenance requests
calculation-driven tasks; sensor dashboards and spec ranges; corrective maintenance requests