Table of Contents

 

Part I OpenMETRIC

1 Overview

Company Strengths

Technology Strengths

OpenMETRIC Features

OpenSystems Functionality

FAQ

Conclusion

2 Getting Started

Installing

Installation Steps

Installing Windows Script Host

Running the Installation Program

New Install

New Install with Sample Data

New Install with Empty Data

Upgrade

Upgrade - Keep Existing Data

Upgrade - Install Empty Data

Upgrade - Install Sample Data

Laptop Client

Configure Only

Registering Your OpenMETRIC License

Scheduled License Task

Configuring OpenMETRIC for Database Use

Customizing Configuration Files

User Specific Configuration Entries

USE-ALT-DIRLIST

USE-ALT-SHOWFILE

Document Viewer Configuration Variables

ThinMETRIC Configuration Variables

WebMETRIC Configuration Variables

WonderCONNECT Configuration Variables

WonderSERVER Configuration Variables

Reviewing Version-Specific Documents

Installing Barcode Fonts

Test Drive

Word Macros

Word Macros for Paged List Box Exporting

Creating OmetPLB Macro

Creating OmetPLB132 Macro

Word Macro for WonderWriter

Creating WonderWriter Macro

Scheduled Tasks

Field Security

Using Laptops for Remote Cals

Multiple Cal Procedures

Bar Codes

Table Structures

Handheld Devices

Trouble Shooting

3 How To

How To

Begin Job Tracking for the Item

Define Servicing to be Done for the Item

Begin Calibration for the Item

Enter Calibration Information for the Item

Complete the Calibration

Approve the Calibration

Close Job Tracking

4 Using OpenMETRIC

Menu

Tool Bar

Fetching Using the Toolbar

Item Finder Binoculars

Item Finder

Items by Using Customer

Items by Category

Items by Location

Current Item

Tabs

Fetching

Fetching Using Record Finder

Window Buttons

Record Update Buttons

"More" Buttons

Add'l Esign Button

Record Finder Buttons

Field Finder Buttons

Common Misconceptions Regarding Field Finder Buttons

Screen Help

Required Fields

Screen Field Validations

Screen Field Existence

Delete Checks

Update Mode

Paged List Boxes

Filtering

Paging or Scrolling Up and Down

Searching

Exporting

 

Part II Setup Subsystem

1 History

History List

History Detail

2 Class

Fetching

Updating of Defaults

More Buttons

History

Attachment button

Attachments

List of Attachments

Launching Attachment

Export Attachment List

Add/Edit Attachments

Attachment Detail

Adding Attachment

Changing Description

Deleting Attachment

Exiting

ESig button

Electronic Signature

Defining Electronic Signers

Update Signers

Requiring Electronic Signatures

Electronic Signature Entry

Add'l Esig Button

Recording Electronic Signature

Viewing Electronic Signatures.

3 Manufacturer

Fetching

More Buttons

History

Attachment Button

ESig Button

4 Category

Fetching

Class, Category and Item Default and Global Updates

Updates During Category Entry & Update

Updates During Class Update

Picture of Item

More Buttons

Charge Rates

History

Alert

Attachment Button

ESig Button

5 Subcategory

Fetching

Updating of Defaults

Picture of Item

More Buttons

Charge Rates

History

Attachment Button

ESig Button

6 Location

Fetching

More Buttons

Attachment Button

Esig Button

7 Customer

Fetching

Email Button

Email

User Fields

More Buttons

Charge Rates

Contacts

Contacts Detail

Attachment Button

Esig Button

8 Vendor

Type of Work

Fetching

More Buttons

Attachment Button

ESig Button

9 Procedure

Fetching

More Buttons

History

View Procedure Document

Alert

Cals

Attachment Button

ESig Button

10 Datasheet

Fetching

More Buttons

History

Display Datasheet

Attachment Button

Esig Button

11 Item

Fetching Items

Using Recent Items Button

Using Tag Exchange Log

Category & Subcategory Updates

Updates During Item Entry & Update

Item Updates During Category/Subcategory Updates

Global Change of Category/Subcat

Standards

Alternate ID

Components and Systems

Contract and Program

Facility

Item Picture

Due and Schedule Dates

Intervals

Interval Period

Minimum and Maximum Interval

Statistical Interval

Customer and Contact Information

Email Buttons

Location

Status, Service and Service Location

Cal Guidelines

Last Session and Flags

More Buttons

Item User Fields and Scheduling Fields

Recap

Charges

Item Vendors

Comments

History and Results

Item History

Results

Attachment Button

ESig Button

Tag Exchange

Accessories

Procedure List

User Defined Button

Item Sticker

Sticker Template

12 Employee

Fetching

Picture of Employee

More Buttons

Charge Rates

Attachment Button

ESig Button

13 Charge Number

Updating the Grid

Using the Paged Grid Control

14 Virtual Bench

Updating the Grid

 

Part III Servicing Subsystem

1 Servicing Steps

2 Tracking

Fetching

By Item

Recent Items

Item Field Finder

All Items

Items not in Tracking

Fetching Tag Exchanges

By Job Number

Record Finder by Job

Recent Jobs

Item Picture

Shelf/Lab Location

Customer and Charge Numbers

Email Customer

Tracking Status

Track Status Logging

Changing Track Status and Entering Remarks

Track Status Change Simple Style

Track Status Change With Logging

Track Status Change With Logging and Remarks

Batch Track Status Change

Viewing and Editing the Track Status Log

Track Status Analysis Report

Scheduled Dates

Tracking Progress Summary

More Buttons

Charges

Service

Ident

Tracking Comments and User Fields

Servicing History

Results History

Attachment Button

ESig Button

Tag Exchange PD

User Defined Buttons

To Do

Close Job

Close All

Replicate Service

For Item Button

"+" Button

Replicate Button

"?" Buttons

Service Replication Notes

Print Traveler

3 Disconnected (Laptop) Functions

4 Calibration

Fetching

By Item

Using Recent Items

By Job Number

Using Job Record Finder

Using Recent Jobs

Alternate ID

Shelf/Lab Location

Cal Techs

Tracking Status

Cal Vendor

Cal Guidelines

Procedure and Datasheet

Alerts

Cal Intervals

Interval Adjustment Based on Status

Algorithmic Adjustment

Statistical Intervals

Requested Return Date

Cal Dates

Cal Seal

Environmental Conditions

Changing Cal Due Date

More Buttons

Standards

Virtual Bench Standards

Readings

Readings on a Datasheet

Out of Tolerance Readings

Procedure

Ident

Service

Comments

History

Attachment Button

Esig Button

Proc Button

User Defined Button

Complete and Approve Cal

Approve All

To Do List

Calibration Sticker

5 Repair

Fetching

By Item

Using Recent Items

By Job Number

Using Job Record Finder

Using Recent Jobs

Assigned Tech

Procedure

Shelf/Lab Location

Tracking Status

Comments

User Fields

More Buttons

Ident

Service

History

Attachment Button

Esig Button

To Do List

Complete Service

6 PM

Fetching

By Item

Using Recent Items

By Job Number

Using Job Record Finder

Using Recent Jobs

Assigned Tech

Shelf/Lab Location

Tracking Status

Comments

More Buttons

Ident

Service

History

Attachment Button

Esig Button

To Do List

Complete Service

7 Other Service

Fetching

By Item

Using Recent Items

By Job Number

Using Job Record Finder

Using Recent Jobs

Assigned Tech

Shelf/Lab Location

Tracking Status

Comments

More Buttons

Ident

Service

History

Attachment Button

Esig Button

To Do List

Complete Service

8 Labor

Fetching Labor

Fetching Labor for Open Jobs

Fetching by Item, Tech

Fetching by Tech, Item

Lookup for Open Jobs

Fetching Labor for Closed Jobs

Fetching by Closed Item, Tech

Fetching by Closed Tech, Item

Lookup for Closed Jobs

Clear Labor

Updating Labor Records

Using the Labor Grid

More Buttons

Export

ESig Button

Sort by Labor Date

9 Parts

Fetching

By Item

Using Recent Items

By Job Number

Using Job Record Finder

Using Recent Jobs

Charge Number

Comment

More Buttons

Ident

History

Parts List

Parts Detail

Attachment Button

ESig Button

10 Service Charges

Fetching

By Job

Using Recent Jobs

Related Item

Using Item Field Finder

Using Recent Items

Comment

More Buttons

Ident

Charges List

Charges Detail

11 Service Vendor

Fetching

Using Recent Items

Vendor Identification

Vendor Certification

Shipping Documents

Quote and Cost Tracking

Send Out and Receive Back Dates

More Buttons

Comments and User Fields

History

Attachment Button

ESig Button

 

Part IV Reports

1 Reports

Print Selected Report

Report Data Specification

Report Printer Setup

Running the Report

Show My Reports

 

Part V Tools

1 Gate Security

Fetching

Functions

Function Access for Groups

Function Signing

Gate Update Buttons

Electronic Signers

Gate Users

Gate Groups

ESig Button

2 Reference

Fetching

3 Misc

Import QuickPDR Updates

Batch Track Status Changes

On-Line Batch Track Status Change

Scanned Track Status Changes

Global Changes

Global Cal Lab

Global Contract

Global Customer

Global Location

Global Item Status

Global Sched Date

Global Procedure

Global Subcatg (Manufacturer/Model/Subcat)

View Prior Global Changes

View Global Change Error Log

Labor Inquiry

Open Jobs, By Tech

Closed Jobs, By Tech

Open Jobs, By Item

Closed Jobs, By Item

 

Part VI WonderWriter

1 WonderWriter

Defining a WonderWriter Report

Designing Report

Primary File

Files and Fields

Adding Fields

Joining Files

Display Field Order

Format

Editing Format

Column Width

Column Headers

Sorting and Breaking

Zero Suppression

Adding Totals

To Do

Report Layout Recommendations

Running a WonderWriter Report

Selecting the Report

Filters

Samples

Running Full Report

Troubleshooting

Statistical Summaries

Record Counts

Summary Only

Performance Considerations

WonderWriter Dictionaries

WonderWriter Files (WWFILES)

WonderWriter Fields (Shortname by File) (WWFLDSHORT)

WonderWriter Fields by File-Alpha (WWFLDFILEALPH)

WonderWriter Fields by File-Position (WWFLDFILEPOS)

WonderWriter Join Files (WWKEYSTO)

 

Index