Shiftbook and CMMS Interface User Manual

Symphony Plus
S+ Operations 2.0
Shiftbook and CMMS Interface User Guide


Symphony Plus
S+ Operations 2.0
Shiftbook and CMMS Interface User Guide



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Release: July 2013
Document number: 2VAA003016A
TABLE OF CONTENTS

1 INTRODUCTION ........................................................................................... 7
1.1 Overview .......................................................................................................... 7
1.2 Purpose of S+ Operations ShiftBook ........................................................... 7
2 SETUP ........................................................................................................... 8
2.1 Configuration................................................................................................... 8
2.1.1 Configuring the Database ............................................................................ 8
2.1.2 Create a new ShiftBook database ............................................................... 9
2.1.3 Database list .............................................................................................. 10
2.1.4 Creating Shiftbook users and groups ......................................................... 11
2.1.5 Login .......................................................................................................... 11
2.1.6 Groups ....................................................................................................... 12
2.1.7 Users ......................................................................................................... 12
3 OPERATION ............................................................................................... 13
3.1 Login .............................................................................................................. 13
3.2 User Access Rights ...................................................................................... 13
3.3 First Steps in the ShiftBook ......................................................................... 13
3.4 User Interface and Menu Structure .............................................................. 14
3.4.1 Start Page .................................................................................................. 14
3.4.2 User Interface ............................................................................................ 15
3.5 Menus ............................................................................................................. 15
3.6 Window Menu ................................................................................................ 25
3.7 Help-Menu ...................................................................................................... 25
3.8 Working with Entries .................................................................................... 26
3.8.1 List of entries ............................................................................................. 26
3.8.2 Filter ........................................................................................................... 27
3.8.3 Predefined ................................................................................................. 27
3.8.4 Filter page .................................................................................................. 27
TABLE OF CONTENTS

3.8.5 Creating a New Entry ................................................................................. 29
3.9 Comments- Index Card ................................................................................. 30
3.10 Component-Index Card ................................................................................ 31
3.10.1 Breakdown Data-Index Card...................................................................... 32
3.10.2 Time Data .................................................................................................. 33
3.10.3 Priority & Availability .................................................................................. 33
3.11 Snapshot-Index Card .................................................................................... 33
3.12 Shift Data- Index Card ................................................................................... 34
3.13 Other-Index Card ........................................................................................... 34
3.14 Damage Data- Index Card ............................................................................. 35
3.14.1 Editing / Viewing an Entry .......................................................................... 36
3.14.2 Acknowledgements / Confirmations ........................................................... 36
3.15 The First-Aid Log Book ................................................................................ 36
3.15.1 Creating a New Entry ................................................................................. 36
3.15.2 Editing an Entry ......................................................................................... 37
3.15.3 Operation ................................................................................................... 38
3.16 Archiving ....................................................................................................... 40
3.16.1 Operation ................................................................................................... 40
3.16.2 Accessing the Archive ............................................................................... 41
4 SETTINGS ................................................................................................... 42
4.1 Options-Dialog .............................................................................................. 42
4.1.1 Settings- Index Card .................................................................................. 42
4.1.2 Layout-Index Card ..................................................................................... 43
4.1.3 Print Layout- Index Card ............................................................................ 43
4.1.4 Shift Changeover- Index Card ................................................................... 44
4.1.5 Text Elements-Index Card ......................................................................... 44
4.1.6 CMMS-Index Card ..................................................................................... 47
4.1.7 Start Page- Index Card .............................................................................. 47
TABLE OF CONTENTS

4.2 Accepting Automatic Entries ....................................................................... 48
5 TOOLS ........................................................................................................ 49
5.1 Data Import / Data Export ............................................................................. 49
5.1.1 Menu .......................................................................................................... 49
5.2 CMMS Manager ............................................................................................. 50
5.2.1 ERP communication service ...................................................................... 50
5.3 ERPpro SQL Database Manager .................................................................. 50
5.4 ERPpro Administration ................................................................................. 53
5.5 User Manager ................................................................................................ 54
5.5.1 Menu .......................................................................................................... 55
5.5.2 Creating Users ........................................................................................... 55
5.5.3 Creating User Groups ................................................................................ 56
5.5.4 Group Access Rights ................................................................................. 57
6 INTEGRATION IN S+ OPERATIONS ......................................................... 58
6.1 Working with the ShiftBook Entry ............................................................... 58




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1 INTRODUCTION
1.1 Overview
This user guide contains information and instructions for Installing ShiftBook software and Configuring Shiftbook
environment. The manual also explains how work with the following:
 ShiftBook
 UserManager
 ERPClient
 ERPConfiguration
1.2 Purpose of S+ Operations ShiftBook
In accordance with the relevant legal and insurance-specific provisions, a shift book must be kept for every shift. The
purpose of shift books is to record vital signal values and information on special events, along with comments.
The shift supervisor can make manual entries into the ShiftBook. Beside this the ShiftBook application can be configured
via the ERP Processor in this regards that signals automatically generate entries, if certain limit violations are determined.
Shift supervisors can edit these entries and accept them for the ongoing shift.
During shifts, shift supervisors and/or administrators can edit manually generated entries, provided that these entries have
not been forwarded as maintenance messages to the ERP Client. Regular staff members have read-only access to the
ShiftBook.
Every entry can be supplemented by comments; comments made during a particular shift can be edited or deleted during
that shift as well. Upon shift handover, the associated entries are sealed so that they can only be read and/or further
comments be added.
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2 SETUP
Start the setup on every node where the S+ Operations ShiftBook should be used (server/client). All the software that are
needed for client and server is installed silently.
2.1 Configuration
This chapter describes how to setup the ShiftBook environment so that after the steps described here the ShiftBook is
ready to use. All actions can be started from the central tool CMMS Manage‖. You can start the CMMS Manager from the
start menu.

CMMS Manager Start Screen
2.1.1 Configuring the Database
This chapter describes how to create a database for the S+ Operations ShiftBook and how to make it accessible. Both
steps are done with the tool ―ERPpro SQL DB Manager‖ which can be started from the CMMS Manager.
In the CMMS Manager choose Programs from the tree view left. Then select the icon to the left of the text ―Database
Manager‖ in the right pane (see figure below).

CMMS Manager Programs view
As the name suggests the main tasks of the ERPpro SQL DB Manager is to manage the ShiftBook database(s) in the
Microsoft SQL Server. Therefore the tool has to log on to the SQL server. In the Login window enter the server name
where the SQL server is located and the password for the ‗sa‘ user (SQL server System administrator).
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2.1.2 Create a new ShiftBook database
This step is only necessary once at the server node. All client nodes will later be connected to the created database.
Please perform this action on the server where the SQL server is located. In the ERPpro SQL DB Manager change to the
tab Create Ne‖:

Figure 2-1: ERPpro SQL DB Manager - Create New tab
For creating a new database, the following entries need to be made:
 Name of the new database ("Database Name")
 Name of the database owner ("Owner")
 Database owner password ("Password")
 Size of the database in megabytes ("Size of Database [MB]") plus log file size
 Path ("Database Path")
Click on Create New button to create the new database. After the database was successfully created you are asked if you
want to use it in the ERPpro Administration. Click Yes to start the ERPpro Administration tool where you can do some
additional setting:
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Figure 2-2: ERPpro Administration – Settings
In this ERPpro Administration dialog please select the language and the used Maintenance System, then click OK.
Finally the ERPpro SQL Database Manager starts automatically the procedure that maintains the list of useable
databases. This is described in the next chapter.
2.1.3 Database list
To use one or more databases the connection parameter of useable databases are maintained from ERPpro SQL
Database Manager. Therefore you have to enter the passwort of the database owner (you have set at creation of the
shiftbook database) in the ‗Add DB to list‘ dialog.
This dialog also pops up automatically after a new database was created. On all other (client) nodes you have start
ERPpro SQL Database Manager (via CMMS Manager), connect to the SQL server where the shiftbook database is
located, select the tab ‗Database Option’, choose the shiftbook database you want to use and click the ‗Add DB to List‘
button.
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Figure 2-3: ERPpro SQL Database Manager
2.1.4 Creating Shiftbook users and groups
Since S+ Operations Shiftbook has its own user management users and user groups have to be defined. This chapter
describes how to do this with the tool User Manager which can be started from the CMMS Manager.
In the CMMS Manager choose ―Programs‖ from the tree view left. Then select the icon to the left of the text User
Manager in the right pane (see figure below).

Figure 2-4: CMMS Manager
2.1.5 Login
To work on a Shiftbook database with the User Manager you have to login first as an user with administrator rights. A new
created database has initially a start user with the name STAR‖ and the password welcome. For security reasons delete
this user after you have specified another user with administrator rights or change its password after the first login.
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2.1.6 Groups
Shiftbook users are assigned to user groups. A user is a member of one group. Groups can have any number of users. In
groups the user rights are defined. Every user of a group get the defined rights. In a new created database there 3
predefined groups
 Admin administer shiftbook DB and can read shiftbook entries
 Shiftsupervisor supervise shifts and have read/write access to entries
 Member can read shiftbook entries
You can see and modify the group rights by double clicking the group.

Figure 2-5: Group Properties
You can add a new group with the Group menu -> New group.
2.1.7 Users
To work with the S+ Operations ShiftBook you have to create at least one user with supervisor rights. For security reasons
it is recommended to create additionally an user with administrator rights. Select ‗New User‘ from ‗User‘ menu, enter a
login name and fill in the user settings and click OK.

Figure 2-6: User Properties
A new user is created and the password is set to ‗password’. The user should change his password later. He can this with
the User Manager or the Shiftbook client.
Save the configuration with ‗File’ menu -> Save.

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3 OPERATION
3.1 Login
Using the ShiftBook is possible only upon a successful login in the respective login dialog box. Depending on the
predefined group allocation, shift changeovers can be carried out, new entries or comments can be created or edited,
and/or existing entries can be read.
You can open the login dialog at any time, using the ―key‖ symbol in the toolbar or by selecting the 'Login' option in the
"File" menu or by using keyboard shortcut Ctrl+L.
Groups and users, as well as their particular access rights in the ShiftBook, can be created and managed in the User
Manager (see "Installation and Configuration").

Figure 3-1: ShiftBook — Login
3.2 User Access Rights
In the ShiftBook, a distinction is made between the following user access rights:
 Administrator
 Shift supervisor
 Staff member
 Acknowledge rights (Acknowledgement 1 and Acknowledgement 2)
Depending on the user access right assigned, a user may have read-and-write access or read-only access to the
ShiftBook data. For a staff member, the menu options and buttons in the toolbar, e.g. for shift changeover or creating a
new entry, are in a deactivated state.
3.3 First Steps in the ShiftBook
The first shift must be released by a shift supervisor carrying out a shift handover (a shift supervisor can effect the first shift
handover to himself); future shift handovers will be effected automatically upon login of the next shift supervisor. Upon
each shift changeover, the program checks whether the user intending to end the ongoing shift is the current shift
supervisor; only if this is the case and the new user is a member of the shift supervisor group as well, the ongoing shift wi ll
be sealed and a new one will be created.
From the first shift changeover on, an automatic entry will be created for every shift that will include a snapshot with user-
definable signals documenting the status at the time of handing-over.
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3.4 User Interface and Menu Structure
3.4.1 Start Page

Figure 3-2: Start page
The "Start Page" opens up immediately after login. It displays 3 tables showing entries selected on the basis of different
filters. The "Start Page" is user-configurable (see "Options" dialog) and is used for providing a quick overview of crucial
data.
Upon double-clicking an entry, you can view further details.
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3.4.2 User Interface
Upon successful login, the user interface will look like this:
Menu bar Toolbar


Figure 3-3: ShiftBook — User interface
Status bar Start page
3.5 Menus
The following paragraphs describe the actions which can be selected via menu options and/or buttons in the toolbar.
Depending on the type of view and the respective user access rights, individual menus and/or buttons in the toolbar may
be inactive ("Administrator", "Shift Supervisor", or "Staff Member").
File Menu
This menu offers the following options:

Figure 3-4: ShiftBook — File menu


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Menu Option-Login
With this menu option ( button or Ctrl + L), a new user can log into the ShiftBook. However, a shift changeover is
not effected here, even if it would be in line with the given situation (current shift supervisor  next shift supervisor).
Upon successful login, menu options and buttons will be shown in an active or inactive state, depending on the user
access rights.
Menu Option-Shift Changeover
With menu option "Shift Changeover" (button or Ctrl + S), you can predefine the shift handover from the current
shift supervisor to the next shift supervisor, providing for the option of a shift supervisor being able to effect a shift
handover to himself:

Figure 3-5: ShiftBook — "Shift Handover" dialog
The current shift supervisor only needs to repeat his password (provided that he was already logged-in) in order to end a
shift terminate and hand it over. The next shift supervisor has to log in with his username and password in the same
window. Only if the entries made are correct and complete, will a shift changeover be effected and a new shift will be
created with the first automatic entry.
If the entries are wrong, the program will display a message; upon clicking on "Cancel", the current shift supervisor will
remain logged-in without any changes being made.
The new shift supervisor can activate the function for automatically importing the entries created by the program into the
ongoing shift by setting the respective check mark (see Section 2.8).
A shift changeover will only be effected after all the automatic entries have either been allocated to the ongoing shift or
after they have been deleted. The program will display a message if "automatic accepting" has not been activated and the
"Automatic Entries" view is displayed.
Using the "Options >>>" button, the dialog can be extended and the following setting options will appear for shift handover:
 Close shift
 Shift changeover without current shift supervisor
 Open shift
 Shift changeover
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Figure 3-6:ShiftBook — "Shift Changeover" dialog
By selecting "Close Shift", the current shift supervisor can end the ongoing shift without starting a new one at the same
time. After a confirmation prompt, an automatic entry will be created in the shift to be closed that indicates that the shift
was closed without a handover to the next shift supervisor taking place.
In the case of a "Shift Changeover without Current Supervisor", the shift handover can be carried out onl y with the next
shift supervisor. After a confirmation prompt, an entry will be created automatically in the shift just closed and in the new
shift, indicating that a shift changeover has taken place without the current shift supervisor.
The "Open Shift" option is available for creating a new shift only if there is not another shift still going on (first shift after
installing the ShiftBook or after having closed the preceding shift).
"Shift Changeover" is the default setting and is executed for a regular shift handover as described above.
Click on the "Options <<<" button to close the additional setting options.
Menu Option-New Entry
Select menu option "New Entry..." (button or Ctrl + N) to open the input mask for creating a new entry (see Section
2.5). For this purpose, the user, who has properly logged-in, does not need to have the view of the ongoing shift open.
Each new entry will be allocated automatically to the ongoing shift.

Figure 3-7: Input mask
Menu Option -Print
The shifts or entries selected can be prepared for printing in Word or Excel by selecting menu option "Print" (button
), depending on the setting under "Options" (see Section 2.5.1).
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When the shift view is open, the respective entries will be accepted along with the shifts selected; in the views for the
entries, open entries or simulations, however, the selected entries are accepted along with the individual shift information.
Printout in Word or Excel is activated by selecting menu option "Print...".
Menu Option Quit
You can quit the ShiftBook application by selecting menu option "Quit" (Ctrl + Q). This will not close the ongoing shift.
View Menu
The View menu offers the following options:

Figure 3-8: ShiftBook — "View" menu
Menu Option "Toolbar"
With this entry, you can hide or unhide the toolbar at the top:

Figure 3-9: Toolbar
Menu Option -Status Bar
With this entry, you can define whether the status bar at the bottom shall be hidden or unhidden:

Figure 3-10: Status bar
Menu Option -Refresh
Use this menu option (button or F5) to refresh the current table display.
Menu Option-Shifts
Use the "Shifts..." menu option (button or Shift + F2) to return to the main overview:

Figure 3-11: Shift -menu option
Double-clicking a line will open up a view of all entries of this particular shift:
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Figure 3-12: Shift Entries- menu option
Upon double-clicking the maintenance ID of the entry, the ERPpro Client will open up, provided that the settings made
under "Options" are correct, and will show this entry if it was as a maintenance message.
Menu Option -All Entries
Selecting menu option "All Entries" (button or Shift + F3) will display a view of all the entries, regardless of the shift
they were created in. Various types of entries (open entries (to-do‘s), simulations, instructions and automatic entries) can
be shown highlighted in color. The number of entries shown can be reduced by activating different filters.

Figure 3-13: "All Entries" view
The various filter options are described in the filter chapter. .
Menu Option-Open Entries
Open entries from all shifts recorded so far can be displayed by activating menu option "Open Entries..." ( button or
Shift + F4). The program sets the filter for open entries.

Figure 3-14: "Open Entries..." view
Menu Option -Classification
For classifying ShiftBook entries into groups, you can define different classes which can be used for filtering. Using
buttons , you can set filters directly:
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Figure 3-15:"Classification..." view
Menu Option-Automatic Entries
Menu option "Automatic Entries..." ( button or Shift + F7) is in an activated state only if the Service did write
automatic entries into the database and if these entries can be accepted by the current shift supervisor for the ongoing
shift (see Section Error! Reference source not found.).

Figure 3-16: "Automatic Entries" view
Tools Menu
The "Tools" menu offers the following options:

Figure 3-17:"Tools" menu
Menu Option-Options…
With this entry ( button), the user can access the option menu where he or she can select language settings, default
values, path data, print options, layout and settings for the shift changeover, the text elements, and the start page (see
Section 2.6).
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Figure 3-18:"Options" dialog
Menu Option-Filter…
Use menu option "Filter..." ( button) for starting filtering. The filtering depends on the window actually shown. For the
Start Page this menu item is disabled. If the list of entries is shown the filter (sub)page is overlaid and if the list of shifts is
selected a time / component filter dialog is shown and can be used.


Figure 3-19:"Time/Component Filter" dialog

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Menu Option-Change Password...
Shift supervisors and administrators, who have logged into the ShiftBook, can select menu option "Change Password"‖
( button ) to define a new password. For this purpose, the previous password as well as a new one (repeated once)
have to be entered into the dialog box. Provided that the old password is correct, the change will be saved in the
database.

Figure 3-20:"Change Password" dialog
Menu Option-Statistics...
Select menu option "Statistics..." ( button) to go to Excel where the user interface of the add-in for creating statistics
is displayed automatically. Here, you can either create a hit list or a diagram of the history showing frequency of
messages, e.g. for technical objects or items of equipment.
Menu Option-Post-Trip Log...
Menu option "Post-Trip Log..." ( button) is in an active state only if an entry has been selected (in either one of the
views "Entries", "All Entries", "Open Entries", "Simulations", "Instructions") for which a snapshot list has been created. For
the signals entered in the snapshot list, a diagram will be generated in Excel showing the value trend before and after the
time stamp defined for the snapshot.
Menu Option-ERPpro Client...
For calling up the ERPpro Client directly from the ShiftBook, either click the "ERPpro Client..." menu option or the
respective button.
Menu Option-E-Mail
Menu option "E-Mail" offers three sub items.
Send E-Mail
Menu option "Send E-Mail" ( button) will open up a dialog box where e-mails can be generated and sent. Shifts or
shift entries, which might have been selected before that, will be attached to the e-mail.
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Figure 3-21:E-Mail Program window
The buttons in the upper area are available for:
Sending an e-mail
Editing the address book
Calling-up the e-mail configuration
In the "To" box, you can enter several recipients for one e-mail by clicking on the "+" button on the right, next to the box.
The address book will open up and entries can be selected and imported by clicking on the button. You can delete
recipients from the list by selecting them and then clicking on "Delete" or the "-" button.
In the same manner, recipients of copies or blind carbon copies can be inserted into the "CC" and "BCC" input boxes.
In the "Attachment" input box, you can attach files to an e-mail by clicking on the "+" button on the right. You can select
any files in the appearing dialog box. Click on the "Delete" or "-" button to delete any files selected from the e-mail
attachment.
Into the "Message" box, you can write your actual message or the subject matter for an e-mail.
Send QuickMail
Menu option "Send QuickMail" ( button) automatically creates an e-mail, possibly with an attachment, if any shifts or
entries were highlighted. Such an e-mail is sent to the recipients in the QuickMail address book (can be defined during
configuring).

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Configuration.
Upon activation of menu option "Configuration...", the dialog box for setting the mail options will appear.

Figure 3-22: E-mail "Configuration" dialog box
You can enter the paths for the respective files into the input boxes available for the address book or the QuickMail
address book or you can select them using the button. Upon clicking the button, the address book indicated
can be edited in the dialog box shown below:

Figure 3-23: "Address Book" dialog box
You can access the following functions through these menus:

File → New: Creating a new address book
File → Open...: Opening the existing address book
File → Save: Saving the address book
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File → Save as...: Saving the address book under another name
Management → New entry...: Including a new e-mail address
Management → Edit entry...: Editing an existing e-mail address
Management → Delete entry: Deleting an e-mail address from the address book
In the dialog for creating or processing an address book entry, you can enter the first name and last name associated with
a given e-mail address. Select one of the options under "Entry Type" to define the address as work-related or private.

Figure 3-24:"Edit Address Book Entry" dialog
Under "Mail Programs to be Used", you can define how the ShiftBook e-mails are to be sent (via SMTP, Lotus Notes or
MAPI, e.g. Outlook). The precise information for SMTP can be entered in the lower section.
3.6 Window Menu
This menu offers the following options:

Figure 3-25: ShiftBook — "Window" menu

Menu Option -Cascade
Upon selecting menu option "Cascade", several views (e.g. of shifts and entries) will be displayed in the form of cascaded
windows.
Menu Option-Tile Horizontally
Use menu option "Tile Horizontally" to arrange several views (e.g. of shifts and entries) horizontally next to each other.
Menu Option-Tile Vertically
Use menu option "Tile Vertically" to arrange several views (e.g. of shifts and entries) vertically, one below the other.
Menu Option-Full Screen
Use the "Full Screen" menu option or F11 to go from a freely sized window to fully screen or vice versa.
3.7 Help-Menu
This menu offers the following options:
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Figure 3-26: ShiftBook — "Help" menu
Menu Option-Content...
By clicking on menu option "Content" or F1, you will come to an online help function providing assistance in handling the
ShiftBook.
Menu Option-DB Infos..
This menu option offers information on the DBMS used here and the currently active database and gives you a statistic
representation of the database entries.
Menu Option-About...
Contains information about the PGIM ShiftBook.
3.8 Working with Entries
3.8.1 List of entries
Starting point for the work with ShiftBook entries is the list of ShiftBook entries. This list can be filtered or unfiltered. The
unfiltered list is shown by selecting menu option "All Entries" (button or Shift + F3).

Figure 3-27:"All Entries" view
At the head of the list there is a toolbar with filters, settings and actions regarding the list or their (selected) entries:



Figure 3-28: Entries toolbar

The "Markings" checkbox (de)activates the color-coded representation
of the different statuses on the list.

Shows the ―Details‖ of the selected entry. Same as an entry is double-
clicked.
<Any Classification> Classification by means of a user-definable list of classes (e.g. working
instructions, disturbance, simulation, etc.). Works as a filter for the list.
<Any Classification2> Classification by means of a user-definable list of classes (e.g. Power,
Water, etc.). Works as a filter for the list.

3-state-button. Filters for the ―Open‖ state of the entries. Not
clicked=Filter inactive (no border). Clicked once=Filter for entries with
state ―Open‖ (green border). Clicked twice=Filter for entries with state
not ―Open‖ (red border).
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3-state-button. Filters for the ―Maintenance Message‖ state of the
entries. Not clicked=Filter inactive (no border). Clicked once=Filter for
entries with state ―Maintenance Message‖ (green border). Clicked
twice=Filter for entries with state not ―Maintenance Message‖ (red
border).

3-state-button. Filters for the ―Automatic Entry‖ state of the entries. Not
clicked=Filter inactive (no border). Clicked once=Filter for entries with
state ―Automatic Entry‖ (green border). Clicked twice=Filter for entries
with state not ―Automatic Entry‖ (red border).

Displays / Hides the filter selection that is described in the next chapter.

Sets back every filter. All entries are shown in the list.

(De)Activates the ―Full text search‖. Additional controls appear at the top
of the list.


With the submenus Acknowledge Level 1 and Level 2 can be done for
the selected entries (s. Chapter 3.4.5).

3.8.2 Filter
Since a list showing all the entries can be very long, filters that limit the number of entries in the list may be useful. If a filter
is active and what kind of filter it is, is shown at top of the list.
3.8.3 Predefined
Predefined filter are the menu options "Open Entries...", ―Classifications …‖ and ―Shifts‖ (selecting a shift in this page).
3.8.4 Filter page
Throught the menu option "Filter..." ( button) ot the button in the toolbar list the filter page will be set paartly
over the list of entries.
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Figure 3-29: Filter Page
At the filter page entries can be filtered regarding their
 Assignment to a shift (―Shifts‖)
 Entry number (―Entries‖)
 State of acknowledgement (―Acknowledge‖)
 Priority (―Priority‖)
 Time (―Time‖)
 Associated object name (―Objects‖)
All filters are applied immediatelly to the list. The result could be seen at once.
To filter over information for the maintenance system click the text ―Select to show dialog‖ in the frame with the caption
―Damage Information‖. The following dialog appear where more filter can be selected and activated.


Figure 3-30:More Filter
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3.8.5 Creating a New Entry
You can create a new entry using menu option "File  New Entry" or the button.
The following dialog appears:

Figure 3-31: Input mask
In the upper section of the dialog box, you will find the following information on the entry …
 Brief Description: Here you can enter a short text (100 characters) summarizing the contents of the entry.
The button gives you access to the text elements available.
 Classification1: Used for selecting an entry class, e.g. disturbance or instructions
 Classification2: Used for selecting a second entry class, e.g. Power or Water.
… and a toolbar with the following actions

Entries, which require no further editing, can be checked off here as closed. Such a
closed entry is no longer editable.

Here you can check off those entries which are to be created as maintenance messages
in the ERPpro Client as well. Such entries will no longer be editable, however; a
respective warning will appear before you complete the action.

Upon selection of this option, the entry will be acknowledged (1st level)

Upon selection of this option, the entry will be acknowledged (2st level)

Creates the entry in the ShiftBook database.

Clears all the fields for start to create a new entry

Save changes

Cancel changes resp. Return to the list.
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3.9 Comments- Index Card
The "Comments" index card is used for recording additional information on a given entry. During any shift, comments can
be added or a comment made in an ongoing shift can be edited or deleted. Comments made in preceding shifts can be
accessed on a read-only basis.

Figure 3-32:Input mask of the "Comments" index card
As soon as files are attached , a list of thumbnails (showing the type of object) will appear on the right side of the index
card and the original filename is displayed, starting with the ID numbers. Double-click the object to open up the
associated application. If there is no associated application available, a copy of the object will be created and filed in the
root directory of the ShiftBook for further processing.
Objects, which were inserted by a staff member of the ongoing shift, can be deleted by this person by clicking on the
associated button ( ) and answering a confirmation prompt. When selecting files, several objects (files) can be
highlighted and imported into the ShiftBook. Many large-sized objects, however, considerably increase the memory
requirements of the underlying database.

Figure 3-33:Input mask of the "Add File..." dialog
For adding comments, click on the button; for making changes, double-click an entry in the history. For deleting a
comment, click on the button. Use the key to close the edit window.
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Figure 3-34: Input mask of the "Edit Comments" dialog
Use this dialog box to enter any free text; you can save it by activating the button.
If you wish, you can activate buttons (Bold), (Italic), (Underscore) and/or (Strikethrough) to emphasize
certain parts of your text. Using the "Text Elements" button ( ), you make your selection from a number of predefined
text elements which have been generated under "Options". In this context, the various elements are allocated to main
categories and subcategories and are described by short texts in order to assist the user in finding the right text element.
Use the "Cancel" button to leave the dialog box without importing a text.

Figure 3-35:"Text Elements" dialog
3.10 Component-Index Card
Open up the "Component" index card to select a given component (Technical Location / Equipment) from a dialog box
offering a tree structure :
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Figure 3-36: Input mask of the "Component" index card

Figure 3-37: Input mask of the "Select Component" dialog
3.10.1 Breakdown Data-Index Card
Open up the "Breakdown Data" index card to enter all information concerning type and duration of a disturbance or the
component's level of availability:

Figure 3-38:Input mask of the "Breakdown Data" index card
This register card offers access to the following information:
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3.10.2 Time Data
Entries made under "Time Data" are primarily relevant to maintenance messages which ought to be created in the ERPpro
Client.
 Begin: Beginning of the disturbance; the time when the entry is being made is entered here by default;
click the "Now" button to set date and time to the current system time.
 End: If/As soon as the end of the disturbance is known, you check off this box and thus define the end time of the
disturbance.
 Time to Repair: Is computed by the program.
 Component failure: A check mark in this box indicates that the disturbance did lead to a failure of the
component.
The "Now" scroll buttons set the entries for beginning or end to the current system time. The entry for the end can be
made in a subsequent shift, provided the entry is not "Closed" before that.
3.10.3 Priority & Availability
Here you can enter your estimate regarding the component's further level of availability.
 Priority: Classification of the message priority. Under "Options" (click on the button), you can define a
default value which will appear automatically when a new entry is created. (see Section 2.6)
 Availability: Here you can enter the estimated level of availability of the component concerned.
3.11 Snapshot-Index Card
Into the "Snapshot" index card, you can either import signal lists, which have been predefined in the ERPpro Configuration
Tool, or you can add signals from the Signal Explorer by drag & drop.

Figure 3-39: Input mask of "Snapshot" index card
When a signal list is being imported, the program will automatically select the component preselected on the "Component"
index card as the associated object of reference.
You can delete signals from the list for a given ShiftBook entry — by dragging & dropping them into the trash or by using
the "Delete" key.
The measured values appertaining to the signals will be read automatically for the time entered (default setting: time when
the entry is being created) as soon as a snapshot is loaded. If signals are added by drag & drop, the measured values
need to be retrieved by clicking on the "Read Values" button. If this read procedure is interrupted due to errors (e.g.
connection to server interrupted), a message will appear prompting the user to define whether the read procedure ought to
be continued for additional signals from the same server or whether these signals ought to be skipped.
Click on the "Post-Trip Log" button in Excel if you wish to have a diagram generated for the signals listed in the snapshot
list, illustrating the value trend before and after the time stamp defined for the snapshot.
The Signal Explorer can be called up directly by clicking on the "Start Signal Explorer" button. A trend of the signals
specified can be viewed upon activation of "Display Trend" (PGIM required).
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3.12 Shift Data- Index Card
The ShiftBook program will automatically make the entries on the "Shift Data" index card; manual changes are not
possible:

Figure 3-40: Input mask of the "Shift Data" index card
The Shift Data index card provides the following information:
 Shift supervisor: Shift supervisor of the shift the entry refers to
 Previous supervisor: Supervisor of the previous shift, i.e. the one before the shift of the entry that is being
displayed
 Next supervisor: After the end of a shift, the name of the next shift supervisor is displayed
 Shift dated: Date on which the shift began
 Beginning of shift: Exact time of the shift handover at the beginning of this shift
 End of shift: Exact time of the shift handover at the end of this shift (only appearing for closed shifts)
 ID: ID number of the entry (assigned automatically when the entry is created).
 Time Stamp: Indicates the time when the entry has been created (is entered automatically upon creation).
 Closed: Entries, which require no further editing, can be checked off here as closed. Such a closed entry is
no longer editable.
 Maintenance Messages: Here you can check off those entries which are to be created as maintenance
messages in the ERPpro Client as well. Such entries will no longer be editable, however; a respective warning
will appear before you complete the action.
 Automatic Entry: Entries entered into the ShiftBook at shift changeover or by the ERPpro Service are
marked accordingly and cannot be edited; but they can be supplemented with comments or marked as open.
3.13 Other-Index Card
On this index card, you can enter additional information required for being able to forward the entry to SAP R/3 PM. In
addition, information from the SAP system is displayed, e.g. the message number or the maintenance job number.

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Figure 3-41: Input mask of "Other" index card
3.14 Damage Data- Index Card
Entries made under "Damage Data" define the cause of the component malfunction and the priority of this message. In
addition, you can enter your estimate regarding the component's further level of availability.
 Damage Class: The program will display a dialog box with a tree structure, where you can select the
damage class. Entries in this tree structure are grouped on a plant-specific basis and can be entered using the
data import tool.
 Code of damage class: Is entered automatically upon selection of the damage class.
 Cause of damage: For selecting the cause of the damage, the program will display another tree structure. All
entries are grouped on a plant- and system-specific basis and can be entered using the data import tool.
 Code of cause of damage: Is entered automatically upon selection of the cause of the damage.

Figure 3-42: Dialog boxes for "Select Damage Class" and "Select Cause of Damage"
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3.14.1 Editing / Viewing an Entry
To edit or view an existing entry, double-click it in the table using the left mouse button. This will open up the input mask
with the entry data.
Entries made in shifts, which are closed now, only permit access for the purpose of attaching comments, for changing their
status from "Open" to "Closed", or for setting or removing check marks for simulation or instruction. For entries, which are
forwarded to the ERPpro Client as maintenance messages, further comments can be created and check marks for
simulation or instruction can be set or removed. In the case of entries, which are generated automatically by the ShiftBook
program upon shift changeover, users can merely attach additional comments.
3.14.2 Acknowledgements / Confirmations
For every entry, two acknowledgement or confirmation levels are available that can be set or deleted in the input mask.
If you need to acknowledge several entries, you can do so in the "All Entries" view. Click button "Q 1" or "Q 2" to
acknowledge all entries selected at once (collective acknowledgement). For this purpose, the "acknowledgements" filter
has to be active.
Set the following symbols in the respective column (Q1 /Q2):
  confirmed
  not confirmed
Confirmations can be set only by those users who have sufficient user access rights (see Section "User Manager").
3.15 The First-Aid Log Book
The first-aid log book is used for recording all incidents occurring during operation that resulted in personal injuries. Call
up the first-aid log book by clicking on the button on the menu bar or by selecting "Tools"  "First-Aid Log Book" in
the main menu.


Figure 3-43: First-Aid Log Book
For more clarity, the program only displays the entries of the last three months. You can retrieve older entries by adjusting
the timeframe accordingly using the button.
3.15.1 Creating a New Entry
You can create a new entry in the first-aid log book upon clicking the "New" button. In the dialog box opening up, you can
enter all the information required:

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Figure 3-44:First-Aid Log Book — New entry
Data on the Circumstances of the Accident:
Name of the injured: Name of the person injured (entered manually or selected
from a list)
Date and time of accident: Date and time when the accident happened
Location / Plant component: Location of the accident (entered manually or selected from
a list)
Witnesses: List of who witnessed the accident (can also be selected
from a list or entered manually)
Course of events:

Details / Description of the circumstances of the accident
Type / Severity of injury: Detailed description of the injury
Information about first-aid measures:
Name of first-aider: Name of the first-aider (entered manually or selected from a list)
Time of first-aid support: Date and time of the first-aid assistance
Type of measures: Description of the medical aid provided
3.15.2 Editing an Entry
If you wish to edit an existing entry in the first-aid log book, double-click that entry. The appearing dialog corresponds to
the one for preparing a new entry.
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The Staff List
On the staff list, both the employees working on a shift and their activities will be recorded. You can also view lists of
previous shifts and/or previous activities of a specific employee.

Figure 3-45: Staff List
The start view displays the staff list of the ongoing shift.
3.15.3 Operation



Staff List — Operation



List of Shifts: List for selecting a particular shift (past / ongoing)
Employees Present: List of employees working on the shift selected.
Contains the following information:
List of Shifts Shift Comment
Employees Present
Print
List of Employees Additional Options
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 Name of the employee
 Department of the employee
 Scheduled working hours (double-click  edit)
 Overtime (double click  edit)
 Description of the activity/activities (double-click  edit)
Shift Comment: Remark / Comment on the shift selected
List of Employees: List of all employees available. Adding employees to this list is done in the User
Manager.
Click to add somebody to the staff list.
Click to delete somebody from the staff list.

Additional Options:


Opens the "Activities" view (Past activities of an employee  for details
see below).
Save (saves the selections made)
Restore (restores the settings made following the last save command)
Add to current shift (applies the list selected to the current shift list)
Print:
Print (prints the staff list of the shift selected)

Figure 3-46: Staff List — Activities
The "Activities" view shows all past activities of a certain employee over a certain period of time (date filter, editable using
the button). The employee is selected from the list of employees or staff list in the main view.
You can print any of the activity lists by activating . Selecting several employees and printing their lists is possible.
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3.16 Archiving
Use the archiving function in the PGIM ShiftBook for storing ShiftBook entries in an existing archive in order to regain free
disk space for the database primarily in use.
Creating an Archive
Start the "ERPpro SQL Database Manager" to create a new archive for storing ShiftBook entries externally. Use the
"Database Options" index card and click on the "Create DB Archive" button to create a corresponding archive for the
database selected from the list.

Figure 3-47: ERPpro SQL Database Manager
3.16.1 Operation
To access the archiving function go to "Tools"  "Archiver" in the main menu or click on the button in the menu bar.

Figure 3-48: "Archiver" dialog
If an archive database already exists, it will be selected automatically.
Under "Settings", you can define as of when entries ought to be stored externally (defined by the shift date in the case of
shift operation, or by the entry date in the case of non-shift operation).
Click the "Start" button for starting-up the archiving procedure.

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IMPORTANT: Entries, which were not archived during a previous archiving procedure because they were still in an open
status, are automatically checked again and archived, if possible, even though the time option selected for the current
archiving procedure would not include these entries.
3.16.2 Accessing the Archive
You can access an archive database via the ShiftBook user login by entering "ARCHIVE" as the username (password
"dbarchive"); this is a read-only access.
However, this user presetting can be edited or deleted in the "User Manager" in order to provide for more control over
archive database access.

SPlus Operations Shiftbook and CMMS Interface User Manual SETTINGS

4 SETTINGS
4.1 Options-Dialog
You can access the "Options..." dialog by selecting menu option "Tools  Options..." or by clicking on the button and
make a number of changes there. Click the "Apply" button to save the changes made; the "Options" dialog box will remain
open though. Upon clicking "OK", the changes will be accepted and the dialog box closes. "Cancel" will cancel all
changes made and close the dialog box.
4.1.1 Settings- Index Card

Figure 4-1: Options — "Settings" index card
 For new entries, you can predefine priority and message type under Default.
 The size of the printout is defined under Print Options defined. "Tabular Form" generates an overview in Excel
showing information regarding the shift; the respective columns can be defined in detail on the "Print Layout"
index card. A "Complete Report" generates a Word file which also contains comments and the snapshot list for
the selected shift and entry data.
 Under Selections, you can define the colors for highlighting open and automatic entries. The "Reset" button
resets the representation to the default color code.
 Under Snapshots, you can activate or deactivate the snapshot index cards in "Options" and in the input mask, as
well as the automatic generation of a snapshot upon shift changeover.
 Under Maintenance Messages, you can activate or deactivate the Apply button in the input mask.
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4.1.2 Layout-Index Card

Figure 4-2: Options — "Layout" index card
On the "Layout" index card, you can define the columns to be shown in the views. The list on the left shows the columns
available for display; the list on the right shows the columns being shown at the time. Use the >> and << keys to define
which ones are to be shown.
Click on the arrow keys on the right in order to define the sequence of columns. Additionally you can specify the number of
rows shown in the entries list.
4.1.3 Print Layout- Index Card

Figure 4-3: Options — "Print Layout" index card
Independent of the columns actually displayed, you can select certain columns for a printout in tabular form.
However, columns "ID", "Brief Description" and "Technical Location" cannot be deselected for such a printout. The
template for the Excel printout predefines these default columns and three optional columns. If more information is
selected, the result might be a poor print layout.
Use the >> and << keys to select the columns which shall be displayed. The sequence of the columns can be defined with
the help of the arrow keys on the right.

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4.1.4 Shift Changeover- Index Card

Figure 4-4: Options — "Shift Changeover" index card
Upon each shift changeover, the ShiftBook creates an automatic entry — as an option, the entry may contain values
scanned from the power plant operation at this point of time. The signals to be used for this snapshot list can be inserted
on the "Shift Changeover" index card.
The "Start Signal Explorer" button opens up the Signal Explorer where you can import signals into the table by drag &
drop. To remove signals from the table, click on the "Del" key or drag & drop them into the wastebasket.
With the "Auto Print" options, you can define whether all existing ShiftBook entries or open entries shall be printed upon
shift changeover. For "Immediate Printout", there will be no further prompt regarding the creation of a Word file.
4.1.5 Text Elements-Index Card

Figure 4-5: Options — "Text Elements" Index Card
Text elements, which can be activated from a number of options (comments, short text entries, first-aid log book), can be
created, managed and deleted on the "Text Elements" index card. From the top down, you can edit main categories,
subcategories and text elements along with brief descriptions.
By clicking on "+" next to a selection box, you can add certain elements; with "Change", you can edit the name, the text or
the allocation to a category. Use the "-" button to delete elements after a confirmation prompt.
Main categories
(+) : For adding a new main category, go to the following dialog box:
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Figure 4-6:"New Main Category" dialog
Click on "OK" to create the main category just entered. If such a category already exists, the program will display a
message and you can change the name again. Use "Cancel" to leave the dialog box without having made a change.
(Change) : If you wish to change the name of a main category without affecting possibly existing subcategories and text
elements of this category, you can edit that name in the dialog box shown in Fig. 38. Again, the change will become
effective after you click the "OK" button; use "Cancel" to keep the old name.
(-) : If you wish to delete a main category, the following confirmation prompt will appear:

Figure 4-7:"Delete Main Category" dialog
The first option will delete only the main category selected. Appertaining subcategories with text elements will be allocated
to main category "----------" from where they can be attached to another main category.
The second option deletes the associated subcategories as well. Any remaining text elements will be allocated to
subcategory "----------" from where they can be attached to other subcategories.
Text elements or subcategories allocated to a "----------" category cannot be selected in a comment input box. First they
need to be allocated to another category by activating the "Change" button at the subcategories/text elements of another
category.
The third option deletes all associated subcategories and text elements. Upon activating "Cancel", the main category
selected will remain on the list.
Subcategories
(+): Use the following dialog box for adding a new subcategory:

Figure 4-8: "Add Subcategory" dialog
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Click the "OK" button to allocate the subcategory entered to the main category selected in the upper box. If this
subcategory already exists, a respective message will appear and you can change the name. With "Cancel", you can
leave the dialog box without having made a change.
(Change): If you wish to change the name of a subcategory or its allocation to a main category without affecting any
possibly existing text elements of this category, you can make these changes using the dialog box shown in Fig. 40.
Again, the change will become effective after you click the "OK" button. Use "Cancel" to keep the old name or previous
allocation.
(-): When you attempt to delete a subcategory, the following confirmation prompt will appear:

Figure 4-9: "Delete Subcategory"
Clicking the "Yes" button will delete the subcategory selected from the list, along with all associated text elements.
Clicking the "No" button will only delete the subcategory selected. Appertaining text elements will be allocated to the "------
----" subcategory allocated from where they can be attached to another subcategory.
Text elements listed under the "----------" subcategory will not be available in the comment input box. First, they need to be
allocated to another subcategory by clicking the "Change" button at the text elements of another subcategory.
Click "Cancel" to keep the subcategory selected on the list.
Text elements
(+): Use the following dialog box for adding a new text element:

Figure 4-10: "New Text Element" dialog
Upon clicking the "OK" button, the text element entered, along with a brief description, will be created under the
subcategory selected in the upper box. If such a text element already exists, a respective message will appear and you
can change the abbreviated name. Use "Cancel" to leave the dialog box without having made a change.
(Change): If you wish to make changes regarding the abbreviated name, the text or the allocation to a subcategory for a
text element, you can make these changes in the dialog box shown in Fig. 42. Again, the changes will become effective
upon clicking the "OK" button. Use "Cancel" to keep the old name or previous allocation.
(-): Before a text element is deleted, a confirmation prompt will appear where you are asked to confirm the delete action.
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4.1.6 CMMS-Index Card

Figure 4-11: Options — "CMMS" index card
"Automatic Forwarding to SAP" under "Mainten. Message" assures that maintenance messages need not be selected
again in the ERPpro Client in order to be forwarded to SAP.
4.1.7 Start Page- Index Card

Figure 4-12: Options — "Start Page" index card
The "Start Page" index card is used for configuring the start page. Under "Title", you can define the title, the background
color, the font color and the logo, simply by clicking on the respective option.
Furthermore, settings can be chosen for the 3 tables available:
 "Title": Heading of the table
 "Classification": Filters the table entries on the basis of the classification specified
 "Status of the Entry": Offering the following options:
… Open entries only
… Closed entries only
… Both closed and open entries
 "Columns Displayed": Here, you can select all the columns to be displayed.
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The sequence of the columns within the tables displayed on the start page can be changed by using the drag & drop
method. Like the setting described above, this change is saved on a user-specific basis.
4.2 Accepting Automatic Entries
The ERPpro Configuration Tool allows users to configure values for certain signals that will effect an automatic entry into
the ShiftBook as soon as these values are reached. At 5-minute intervals, the ShiftBook checks whether such entries
exist and prompts the user — provided that he has logged-in with default settings — to specify whether the entries ought
to be shown in order to be able to accept them:

Figure 4-13: "Automatic Entries" message

Upon "No", the button for going to the automatic entries will be activated (  ) so that these can be accessed at
any time. Upon "Yes", a view of the new automatic entries will appear immediately, which is otherwise accessible via the
respective activate button:

Figure 4-14: "Automatic Entries" view
Entries, which are to be imported, can be selected simply by clicking on them (use the Ctrl or Shift key to select several
entries); they can be allocated to an ongoing shift by clicking on the "Accept Entries Selected" button.
For deleting entries, simply select them by mouse click (use the Ctrl or Shift key to select several entries) and then click
the "Delete Entries Selected" button.
Unallocated or deleted entries will stay on the list when you go to another view; they can be edited at a later point of time.
If, upon shift changeover, the shift supervisor logged-in did set the check mark for "Auto-Apply Service Entries", these
entries will be imported into the ongoing shift without causing any further messages.
SPlus Operations Shiftbook and CMMS Interface User Manual TOOLS

5 TOOLS
5.1 Data Import / Data Export
The following information can be imported into the database tables using Excel sheet "DB-import.xls" and any existing
information can be edited:
 Technical Locations
 DCS
 Items of Equipment
 Cross References
 Damage Classes
 Causes of Damage
 Priorities
 Error Codes 1
 Error Codes 2 API-Pro
 Error Codes 3
 Text Elements
If there are no root elements for Technical Locations / PLS, you can have them generated automatically upon clicking the
"Generate Root Elements" button, provided that the names for the technical locations are structured consistently, e.g.
object ABC is the root element of object ABC1, ABCx, ... And, object ABC1 is the root element of objects ABC1x, with x
representing any string of characters, etc.
5.1.1 Menu
With the help of the following menu, you can add data to the database, replace data or have data imported from the
database in order to be able to edit them:

Figure 5-1: Data Import / Data Export menu
"Clear sheets and read from DB"
 "Clear Excel sheets": Clears the contents from all Excel sheets
 "Read data from database": Clears all the Excel sheets, reads the data available, and imports the data into the
respective Excel sheets
SAP
SPlus Operations Shiftbook and CMMS Interface User Manual TOOLS

"Append sheets to existing DB"
 "Data of current Excel sheet": Imports only data from currently selected Excel sheet into the database. Existing
data will not be overwritten.
 "Data of all Excel sheets": Imports the data from all existing Excel sheets into the database. Existing data are
kept.
"Delete DB content and create new sheets"
 "Insert data from current sheet": Imports the data of the Excel sheet currently selected into the database include.
All existing data will be removed.
 "Insert data from all sheets": Imports data from all Excel sheets into the database. None of the existing data are
accepted, but will be deleted completely.
5.2 CMMS Manager
The CMMS Manager is a tool that helps to manage and configure the S+ Operations ShiftBook and the CMMS Suite (SAP
Interface, APIpro Bridge). The tasks of the CMMS Manager are:
 Create an ERP communication service
 Manage ERP communication services
 Start other configuration tools
 Change language and CMMS system settings
You can reach a task via the tree on the left part of the User Interface.
5.2.1 ERP communication service
An ERP communication service manages the ShiftBook license and the communication to the CMMS system for one
ShiftBook database. That means that for every ShiftBook database there exists an ERP communication service. Typically
this service runs on the ShiftBook server.
Create an ERP communication service
Do the following steps to create an ERP communication service:
 Select Database on the selection tree
 Select the database for which you want to create a service
 Click the right mouse button and select ―Create service‖

 Follow the instructions.
Manage ERP communication services
To Start / Stop ERP communication services or read their log files choose Services on the selection tree. On the right
pane the list of known services will be shown. Select the service of your choice and get the submenu with the right mouse
button.
5.3 ERPpro SQL Database Manager
Use the ERPpro SQL Database Manager for creating a new ShiftBook database, a ShiftBook database archive or for
reviewing and extending an existing database that is compatible with the PGIM ShiftBook.
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"ERPpro SQL DB Manager Login"
Using this tool is possible only upon a successful login as a system administrator of the database server. This user
(MSSQL: SA) was created during the installation of the respective database server.
"Create New DB" Index Card (MSSQL)

Figure 5-2: ERPpro SQL Database Manager
For creating a new database, the following entries need to be made on the "New Database" index card:
 Name of the new database ("Database Name")
 Name of the database user ("User")
 Database password ("Password")
 Size of the database in megabytes ("Size of Database [MB]") plus log file size
 Path ("Path")
After filling-in this information, click on "Create New DB" to create the new database. Keep in mind that the database path
indicated must correspond to the local path on the SQL server. Otherwise, there may be access problems if the user did
not perform a system login on the SQL server.

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Where a database with this particular name already exists, you can overwrite it now. Caution: All existing data will be lost
for good.
You can now confirm your action with "Yes", which will load the new database into the ERPpro Administration so you will
be able to use it in the PGIM ShiftBook.

Figure 5-3: Confirmation Mesage
Use the "Database Options" index card to review the available information and options of the database.
"Database Options" Index Card
On the "Database Options" index card, you can retrieve information about ShiftBook compatibility, usernames, date of
creation, database path or size and number of the existing shifts — for any existing database registered on the server —
and, if necessary, you can carry out an update of the entire structure of a database selected (using the "DB Update"
button).

Figure 5-4: ERPpro SQL DBMan — "Database Options" index card
By clicking the "More..." button, you can view further details of the various tables in the given database. The "Refresh"
button updates the view of the information available in the database.
Furthermore, you can access ERPpro Administration by clicking on "ERPpro Administration" in order to be able to
configure the database settings for the PGIM ShiftBook. If you wish, you can automatically load the database presently
selected ("Import Selection into ERPpro Admin") or add it to or remove it from the PGIM ShiftBook selection menu by
clicking on the "Add DB to List" or "Remove DB from List" button. Use "Create Archive" for creating an archive database.
System Database (MSSQL)
The "System Database" index card displays information on the system databases of the server.

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5.4 ERPpro Administration
Start ERPpro Administration for configuring the language and database settings, the maintenance systems and the ERP
Processor settings.

Figure 5-5: ERPpro Administration — Main window
You can open the ERPpro Administration dialog via the ―Load ERPpro Administration‖ button in the ERPpro SQL
Database Manager. You have to enter the password of the owner of the selected database.
Configuration Options
Select either English or any other language that is installed (applies to all ShiftBook applications).
ERP Processor Service
Choose the settings for ERP Processor ("Host:" IP / name of the computer where the ERPpro Service is running, "Name:"
name of the ERPpro Service)
Use "Check" to stop or start the service.
Database
Database settings (apply to all ERP applications)
 Type (type of database)
Defines the type of database to be used with the PGIM ShiftBook.
 Path
Defines the path to the database
 MSSQL: database server = name / IP address of the computer where the database has been installed; database
name = name of the PGIM ShiftBook database)
 User (database username)
Sets the username of the database
 Password (password of the database)
Password of the database user
It is not possible to save the changes made if the link data entered for the database are incorrect. If you did start ERPpro
Administration via the ERPpro SQL Database Manager, you can accept the databases selected right there.
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Maintenance System
Choose either API PRO or SAP.
Extended settings for API PRO:

Figure 5-6: Maintenance System
 Import error codes
 Import maintenance jobs
 Export maintenance messages
 Timer interval (in minutes)
 Import path
 Export path
5.5 User Manager
The User Manager is used for creating users and user groups for the PGIM ShiftBook and for managing them.
Username START
In order to be able to log into a new database, which is still empty, use the START username that has been created after
the database was created.

Figure 5-7: User Manager — Login

Initially log into the database using "START" as the username and "welcome" as the password.
For security reasons, delete the START user as soon as a new user(name) with administrator access rights has been
created or at least change its password.

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Figure 5-8:User Manager — Main window
5.5.1 Menu
The following sections describe the User Manager menus and their functions.
File Menu: The "File" menu offers options for saving the settings and ending the program.
User Menu: The "User" menu is used for user management.
Group Menu: The "Group" menu offers setting options for configuring and creating user groups.
5.5.2 Creating Users
Select the New User menu option (User  New User) to create a new user.

Figure 5-9: User Manager — "User" menu
Upon input of the username, the "User Properties" dialog will appear.
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Figure 5-10: User Manager — User Properties
The following settings need to be entered:
 First name
 Last name
 Department
 Description
 User group
The "Description" input box is used for briefly describing the user; the selected user group will determine the user's access
rights.
When creating a user the password is set to the default password "password". The user will be able to update the
password in the PGIM ShiftBook (administrators can do this in the User Manager).
Save the changes made by clicking on "Save" (File  Save) or using keyboard shortcut Ctrl+S.

Figure 5-11: User Manager — "File" menu
5.5.3 Creating User Groups
Use menu option "New Group" (Group  New Group) for creating a new user group.

Figure 5-12: User Manager — "Group" menu
Upon entry of the group name, the "Group Properties" dialog is loaded.
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Figure 5-13: User Manager — Group properties
The following settings need to be made:
 Description
 Rights
"Description" is used for briefly describing the tasks of the new group. The properties of the group access rights are
outlined in the following paragraphs.
Save the changes made by selecting menu option "Save" (File  Save) or using keyboard shortcut Ctrl + S.

Figure 5-14: Save Option
5.5.4 Group Access Rights
The following rights can be assigned:
 Administrator access rights (administrators)
 Read-and-write access (shift supervisor)
 Read-only access (staff members)
 Acknowledge rights (Acknowledgement 1 and Acknowledgement 2)
To have acknowledge rights, users do not have to have write or administrator access rights.
SPlus Operations Shiftbook and CMMS Interface User Manual INTEGRATION IN S+ OPERATIONS

6 INTEGRATION IN S+ OPERATIONS
6.1 Working with the ShiftBook Entry
When you open a new Shiftbook entry for a tag for the first time, a mapping between the S+ Operations and the object
structure in the ShiftBook will be accomplished. For all new objects which do not have a mapping up to now, you will see
the following dialog:

Figure 6-1: Shiftbook Entry Mapping
Answer by ―yes‖ will connect you to the Mapper. For this you need to have Shiftbook administration rights – please log in
with the appropriate credentials.

Figure 6-2: Authentfication dialog box
On the left hand side you will find the S+ Operations object, on the right hand side please browse and select the according
Shiftbook object. When finished press ok.

Figure 6-3: Creat Reference
When the Shiftbook object already exist, then the Shiftbook entry page is opened. From here you can navigate to all
Shiftbook entries ( ).
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Figure 6-4: Shiftbook entry page








ABB Inc.
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ABB AG
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