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MASTER COURSE
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MASTER MAINTENANCE MANAGEMENT WITH

IN JUST FIVE DAYS

March 3 to 7, 2025
🇲🇽 10:00 hrs | 🇨🇴 11:00 hrs | 🇨🇱 13:00 hrs
Taught:
Erick Ortiz
Customer Success Specialist
MASTER MAINTENANCE MANAGEMENT WITH

IN JUST FIVE DAYS

Erick Ortiz
Customer Success Specialist
Agenda
PLATFORM CUSTOMIZATION AND INITIAL UPLOADING OF INFORMATION
Settings
- General information. (Company details, time zone, language, fiscal data)
- Users and profiles.
- Customized fields in assets and organizations.
- Workflow in TO's with stages, states, PDF configuration and conditionals for closing.
My profile
- Time zone
- Language
Assets
- Mass loading of equipment (with predefined template), download it here.)
- Tree of locations.
- Massive update of information.
- Information visualization, filters and grouping.
- Display gear.
PLANNER, TEMPLATES AND COMPLETE MANAGEMENT OF PREVENTIVE MAINTENANCE
Activities
- Maintenance templates (Define what is done, when it is done and how it is done).
- Maintenance by dates and readings.
- Creation of activities, scheduling of assets by assigning preventive templates.
- Estimated maintenance date (by reading regime)
- Generation of TO's.
Settings
- Labor (configuration of labor hours per user)
Assets
- Annual planner, visualization of maintenance application and rescheduling of activities.
- Update of readings (APIS)
- Notifications per asset (when opening, updating or closing the TO).
Work orders:
- KANBAN Board
- OT's calendar by dates and agenda view.
- Reprogramming of TO's and reassignment of TO's.
- Downloading and printing of OT's.
Suppliers and contracts.
REQUEST PORTAL, CORRECTIVE MAINTENANCE MANAGEMENT AND MOBILE APP
Toyota Methodology.
Settings
- Configuration of the application portal.
- Custom fields.
Equipment
- QR codes on equipment and installations.
Organizations
- Application portal.
Requests
- Issuance and reception of requests (planning, technical and customer).
- Issue a request (Customer)
- Generate a TO from a request (Planning)
- Updating from the mobile App (Technical)
- Review and update of application status (All)
- OT closure with downtimes, types and causes of failure (Technical and planning) / OT configuration )
- Catalog of failures and root causes
- Satisfaction survey (Customer)
Notifications (with OT closure report).
INVENTORY MANAGEMENT, VOUCHERS, PURCHASE ORDERS AND TOOLING CONTROL
5S management and method.
Settings
- Inventory configuration, custom fields, organizations and type of assortment control and material consumption.
- Purchase orders.
- Configuration of tools, custom fields and organizations.
Inventory
- Bulk loading of materials (stock, units, inventory levels, ID).
- Entry and exit movements (manual).
- Planned stock (according to activity planning)
Tools
- Bulk loading of tools (stock, serial numbers, costs)
- Identification of tools that are assets.
- Loans and returns.
- Inbound and outbound movements.
TRACEABILITY, HISTORY AND INFORMATION ANALYSIS
+ SPACE FOR LIVE QUESTIONS AND ANSWERS!
Asset resume and history.
OT's history.
Transaction Log, Deletions Log
Information analysis
- General dashboard (scheduled vs. performed dashboard, labor hours per user, asset availability with average failure times).
- Board by Organization (OT's costs and amounts)
- Individual dashboard per asset (availability index, corrective cost, fault pareto, readings and measurements)
- Customized boards
- Reports (Export to generate reports from Excel).
Get access to our Business Plan of MPindustries for one month at no cost and make the most of this Master Course.
Contact one of our consultants to request access to our Business Plan for one month free of charge, so you can practice the topics covered in this master course. This option is only available for new users.
Once the master course is finished, the videos of each session will be available for consultation. Users who attend all sessions and complete the exercises will receive an award with curricular value.

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