Pronto&XiFacility

Asset
Maintenance Management
Simplified services
Pronto Software, Pronto Xi, the Pronto interrobang logo
and the P interrobang logo are all registered trademarks of
Pronto Software Limited. All other marks are the property of
their respective owners.

Copyright © 2019 Pronto Software Limited (ABN 47001337248).

Disclaimer
This document contains statements related to our current
and future developments that may constitute forward-looking
statements, or be subject to change. Features described may
be added or removed in future releases of Pronto Xi and may
not be available in all regions.
 39 Completely customisable 57 Contract invoicing
39 How Service Scheduler works 57 One-off invoices
39 Directions and maps 57 Billing cycle
57 Payment reminders
40 Pronto Xi Mobile Service 57 Tracking
40 Fast in the field, fast in the office
) 41 Streamlined data capture
41 On the road or in the basement
41 See what to do, show what
you’ve done
Pronto Xi Maintenance Management
42 Proof of Presence
42 Safety first
Contents
42 Mobile Service invoice
process attributes
42 Smart and easy
ntry 43 Predictive Q&A
43 Materials order
43 Links hub
43 Work Instructions
44 Serial attributes
45 Service in, service out

46 Pronto Xi Service Connect

47 Manageable customer access
47 Improved customer service

4
48 Pronto Xi Maintenance Management
p 4
48 Equipment register
iry 5
49 Preventive and
predictive maintenance
5
49 Work Order fault reason code
5
49 Return Pick to alternate warehouse
6
50 Component change out
7
51 Work order management
in 8
52 Works with Resource Management
9
53 Inventory management
9
53 Intelligence

Asset & Facility 3

Maintenance Management 3
 Pronto Xi Maintenance Management
Mind your overheads
Reduce breakdowns and service costs by making sure
your equipment is in top shape, and that the right parts and
manpower are handy whenever something goes wrong.

Maximise planning and control of your plant maintenance Equipment register

activities with Pronto Xi Maintenance. Effortlessly monitor
Maintenance contains an equipment register where detailed
your preventive and predictive maintenance, plant
information about the equipment is recorded. Items can be
downtime, failure rate against targets, expected life, fault
classed as:
repairs, and equipment and repair costs within a single,
Maintenance work order planning • Asset – relates to a fixed asset
comprehensive module.
Enter maintenance requirements directly into Maintenance • Component – an inventory item
Maintenance automatically collates vital data from across
as a work request and then reject, approve or set to a status • Level – used in costing/enquiry mode, relating plant items
your facilities, giving you full control of how you view
of defect upon review. Defects can then be addressed; to each other
your outcomes. Spot failures and identify maintenance
corrections and maintenance tasks planned and scheduled.
improvement opportunities swiftly with fault analysis You can identify each item by its own unique number as
reporting,
An estimate of and keep
hours, an eye onand
equipment repair ramifications
parts required forwith full well as an identifier related to a fixed asset or an item serial
workcan
the task order
alsointegration.
be generated. This information may be number. This allows you to quickly identify items and allocate
predefined on a preventive maintenance task and used as a maintenance details to the correct item. The identifier may
Some of the key features of Maintenance are:
template for the work order. reflect an existing equipment numbering system already
• Full equipment profile of components and Parent Item
To allow for thework
capture ofallocation
meter readings, comments and in use.
• Priority order
actual downtime or duration, the status of a work order Equipment can be grouped by cost centre, type and
• Condition monitoring
changes progressively until completion. location, and categorised by equipment, assemblies
• Automatic inventory allocation
and sub-assemblies.
• Work order
Maintenance workforecasting
order forecasting Plan complex maintenance routines with ease to extend the life of your assets
Manufacturer details are recorded as well as other details
Using•work
Workorder
request process Maintenance can generate
forecasting,
such as the supplier, warranty date, installed costs, installation
preventive maintenance
• Configurable workpoints
monitor orders when they fall due.
date and other associated costs. Budgets and actual costs
Planned maintenance can be entered into the system,
• Defect work order recording
transferred from a work request, or converted from a work
Works withareResource
incurred Management
held by plant item per period per year for labour,
materials and usage.
order•forecast.
Integration to Microsoft Project Maintenance management now works seamlessly with
• Stock purchasing Resource management
The Plant Tree view to give easy
allows a great boosttotothe
access your
plant item
Once a work order has been generated via the forecasting maintenance productivity.
• Customer invoicing for completed workfor records and gives a highly visible overview of plant items and
process and issued to the person responsible
theirprevent
You can components.
scheduling issues and conflicts with planned
maintenance, the plant work order is now in progress.
maintenance of plant items by treating them as resources and
Work order priorities updating their availability information. Generic resources can
be associated with your Maintenance Labour Categories. You
Maintenance supports work order classification and
can also group and assign resources to work orders in one go
escalation by priority. The use of priority codes enables key
as a team, simplifying maintenance planning. Subcontractors
work to be planned, resulting in scheduling and execution of
or users can accept or decline work orders, projects tasks or
the work in a timely and efficient manner.
rosters via email without logging onto Pronto Xi.
Resource planning
A predicted workload for each labour type can be compared
against the available working hours to help identify potential
work overload.

448 Pronto Xi Solutions Overview

Preventive and predictive maintenance
Plant managers can implement a maintenance strategy for a
plant in the form of preventive and predictive maintenance
tasks. The maintenance strategy can be developed and
implemented based on run time, condition, statutory
inspection requirements or scheduled shutdowns.

Flexible PM Tasks enable plant managers to tailor specific

schedule service intervals and frequencies, and because PM
Tasks has a one-to-many relationship with Plant Items, any
changes to tasks automatically flow through to all attached
serviceable items.

Maintenance enables plant managers to compare ‘scheduled’

versus ‘actual’ for both activity and costs. Full-cost history
reporting is available to assist decision-making in regards to
replacing or maintaining equipment.

Work Order fault reason code

You can record fault reason codes against Work Orders before
the completion of work. Maintenance Management users can
analyse and track work orders by fault reason code during the
lifecycle of the work order.

Return Pick to alternate warehouse

When managing picking slips for Work Orders, you may need
to return allocated materials to an alternate repair warehouse.
If this is the case, the warehouse code on the picking slip
header can be changed to an alternate warehouse when
raising the return picking slip.

Asset
& Facility: Maintenance
Maintenance Management
Management 49
5
 Component change out
A rotable repair is where a new or previously repaired item or Maintenance
work order
Materials
requisition
Spare parts
warehouse
Pick slip Parts issued
component replaces a failed item, which in turn is repaired raised

and kept for another exchange

Maintenance
There are work ordertwo
effectively planning
processes: Component Rotable Return pick Repairs
Enter1.maintenance
The repair ofrequirements directly
the plant item, whereinto
the Maintenance
rotable item is
swapped return slip warehouse

as a work
onerequest and then reject,
of the components approve
of the repairor(the
setrepair
to a status
could
of defect uponmultiple
include review. Defects
items ofcan thenthe
which berotable
addressed;
item is just one
corrections and maintenance tasks planned and scheduled.
of many) Repair job Repair
Return
Transfer repaired part
raised completed
as spare
2. The repair
An estimate of the
of hours, rotable item
equipment anditself
parts required for
the task can also be generated. This information may be
predefined
An itemonofaplant
preventive maintenance
and equipment maytask andof
consist used as alarge
several
template for the work order.
components, for example, a truck will have an engine, drive
train,for
To allow suspension, pumps,
the capture of meter etc.readings,
The pressure to keep
comments a truck
and
on the road and productive requires that
actual downtime or duration, the status of a work orderits maintenance is
completed quickly. It is often
changes progressively until completion. more efficient to replace a large
or complex component than repair the component.
Maintenance
The plant work order
item is forecasting
quickly back to being productive and Plan complex maintenance routines with ease to extend the life of your assets

the component can be repaired

Using work order forecasting, Maintenanceover a can
moregenerate
manageable
timeframe, or sent out to a 3rd party for repair.
preventive maintenance work orders when they fall due.
Planned maintenance can be entered into the system,
Components removed from a plant item during maintenance
transferred from a work request, or converted from a work
Works with Resource Management
are not always scrapped or discarded. An item such as Maintenance management now works seamlessly with
order forecast.
a truck engine can be reconditioned and re-used. Many Resource management to give a great boost to your
Oncereconditioned
a work order components have a limited
has been generated via the overall life, cannot
forecasting maintenance productivity.
be reused
process indefinitely,
and issued and willresponsible
to the person eventually befor scrapped.
maintenance, the plant work order is now in progress. You can prevent scheduling issues and conflicts with planned
Ability to track the components maintenance of plant items by treating them as resources and
WorkWorking
order priorities updating their availability information. Generic resources can
with existing inventory management and project
be associated with your Maintenance Labour Categories. You
management
Maintenance modules,
supports work you
order can track the components
classification and being
can also group and assign resources to work orders in one go
repaired,
escalation scrapped
by priority. or use
The reworked, whether
of priority codesinenables
house or via an
key
as a team, simplifying maintenance planning. Subcontractors
workexternal service resulting
to be planned, provider. in scheduling and execution of
or users can accept or decline work orders, projects tasks or
the work in a timely and efficient manner.
This is all controlled via a picking slip workflow. rosters via email without logging onto Pronto Xi.
Resource planning
A predicted workload for each labour type can be compared
against the available working hours to help identify potential
work overload.

50
6 Pronto Xi Solutions Overview
Work order management
A wide range of reports and enquiries is available to allow
users to prioritise and plan work orders using information
such as plant item relationships.

The work order cycle can be managed from plan to

completion. Several enquiry/report options exist to search
for work orders based on the components of the work
order itself, from related plant items or via text string
pattern searches.

You can use work order forecasting to produce the

maintenance schedule, confirm manpower requirements, and
provide KPIs that summarise and show trends of scheduled
loading and completion. Work orders can be set up to
allow printing of any specialised documentation, licences See the activity history of all plant items on a single screen

and plans.

Asset
& Facility: Maintenance
Maintenance Management
Management 51
7
 Maintenance work order planning
Enter maintenance requirements directly into Maintenance
as a work request and then reject, approve or set to a status
of defect upon review. Defects can then be addressed;
corrections and maintenance tasks planned and scheduled.
Maintenance work order planning
EnterAn estimate of requirements
maintenance hours, equipment andinto
directly parts required for
Maintenance
as a work request and then reject, approve or set to amay
the task can also be generated. This information be
status
predefined on a preventive maintenance task
of defect upon review. Defects can then be addressed; and used as a
template for the work order.
corrections and maintenance tasks planned and scheduled.
To allowof
An estimate forhours,
the capture of meter
equipment and readings, comments
parts required for and
actual downtime or duration, the status of a
the task can also be generated. This information may be work order
changes
predefined onprogressively
a preventive until completion.
maintenance task and used as a
template for the work order.
Maintenance work order forecasting Plan complex maintenance routines with ease to extend the life of your assets
To allow for the capture of meter readings, comments and
Using work order forecasting, Maintenance can generate
actual downtime or duration, the status of a work order
preventive maintenance work orders when they fall due.
changes progressively until completion.
Planned maintenance can be entered into the system,
transferred from a work request, or converted from a work
Works with Resource Management
Maintenance work order forecasting Maintenance
Plan complex maintenance management now the
routines with ease to extend works
with seamlessly
life of your assets
order forecast.
Using work order forecasting, Maintenance can generate Resource management to give a great boost to your
Once amaintenance
preventive work order has been
work generated
orders via the
when they fall forecasting
due. maintenance productivity.
process and issued to the person responsible
Planned maintenance can be entered into the system, for
maintenance,
transferred the plant
from a work workor
request, order is now from
converted in progress.
a work
Works with
You can Resource
prevent Management
scheduling issues and conflicts with planned
maintenance
Maintenance of plant items
management now by treating
works them as
seamlessly resources and
with
order forecast.
Work order priorities updating their availability information.
Resource management to give a great boost to yourGeneric resources can
Once a work order has been generated via the forecasting be associated with
maintenance productivity. your Maintenance Labour Categories. You
Maintenance supports work order classification and
process and issued to the person responsible for can also group and assign resources to work orders in one go
escalation by priority. The use of priority codes enables key You can
maintenance, the plant work order is now in progress. as a prevent scheduling
team, simplifying issues and conflicts
maintenance planning.with planned
Subcontractors
work to be planned, resulting in scheduling and execution of maintenance of plant items by treating them as resources and or
or users can accept or decline work orders, projects tasks
the work in a timely and efficient manner. updating their availability information. Generic resources can
Work order priorities rosters via email without logging onto Pronto Xi.
be associated with your Maintenance Labour Categories. You
Maintenance
Resourcesupports
planningwork order classification and can also group and assign resources to work orders in one go
escalation by priority. The use of priority codes enables key
A predicted workload for each labour type can be compared as a team, simplifying maintenance planning. Subcontractors
work to be planned, resulting in scheduling and execution of
against the available working hours to help identify potential or users can accept or decline work orders, projects tasks or
the work in a timely and efficient manner.
work overload. rosters via email without logging onto Pronto Xi.
Resource planning
A predicted workload for each labour type can be compared
against the available working hours to help identify potential
work overload.

52
8 Pronto Xi Solutions Overview
Inventory management
Manage your spare parts availability with Inventory
Management. Inventory control, warehousing and purchasing
are provided when linked to other modules of Pronto Xi.
Serial number tracking of component issues allows easy
identification of component items within a plant asset.

Warehouse, Inventory and Purchasing

When coupled with Pronto Xi Inventory and Purchasing,
Maintenance provides maximised warehouse throughput and
customer service by intelligently controlling movements of
replacement parts into, around and out of the warehouse.

Maintenance keeps track of both repairable and rotable

inventory items, which includes the procurement of necessary
parts and services. Pronto Xi Inventory contains a wide range
of reports and on-screen enquiries into inventory levels,
prices, sales orders, purchase orders and historical sales.

With Pronto Xi Purchasing, a number of functions are

included to help you plan future inventory requirements.
By combining data on inventory levels, sales history and
current commitments, purchase orders can be automatically
generated based on a number of flexible criteria.

Intelligence
Perform effortless and deeper analysis into key aspects
of Maintenance using Pronto Xi Analytics Dimensions for
Maintenance. A prebuilt hierarchical data format is available
to allow intuitive analysis of Plant Items, Works Orders
and Work Order Transactions using easy drill-up and drill-
down navigation.

Asset
& Facility: Maintenance
Maintenance Management
Management 53
9
 The right call
We’re always ready to adapt Pronto Xi
to perfectly fit your unique requirements.

For more information on what we can do

for your business, contact us at 1300 PRONTO
(1300 77 66 86) or find us at: www.pronto.net

info@pronto.net
1300 PRONTO (1300 77 66 86)
Find your moment: pronto.net
@prontosoftware
pronto-software
youtube.com/ProntoSoftware
About Pronto Software.
We are an Australian developer of award winning business management and analytics
solutions. Pronto Xi, our Enterprise Resource Planning (ERP) software, integrates
accounting, operational and mobile features in a single system – optimising business
processes and unlocking actionable insights. That’s why for more than 40 years, over
1,700 Australian and global organisations, across a wide range of industries, have
trusted Pronto Xi to simplify their most complex challenges.
With Headquarters and our Development Centre located in Melbourne, we have
support offices and consultants based across Australia, as well as a global network of
Resellers and Solution Partners.
Specialised business units within Pronto Software have the expertise to assist you with
pivotal technology – Digital Commerce with Pronto Woven, Cloud and Hosting services
with Pronto Cloud and Business Intelligence solutions with Pronto iQ.
When you choose Pronto Software, you gain a team with deep industry experience,
giving us the ability to understand your specific needs and build innovative solutions
that drive business growth and revenue.
Contact us to learn how we can help you achieve business goals: pronto.net