Table of Contents
Part I OpenEMBARC
1 Overview
Company Strengths
Technology Strengths
OpenSystems and 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 OpenSystems
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
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 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
Part III Agreement
1 Fetching
2 Terms and Conditions
3 Vendor
4 More Buttons
Comments
History
Attachment Button
ESig Button
Part IV Item
1 Fetching
Using Recent Items Button
Using Tag Exchange Log
2 Adding New Item
3 Alternate ID, Serial No, Program
4 Acquisition
5 Deployment
6 Cal Due Date
7 More Buttons
Comments
History
Accessories
Using the Paged Grid Control
Attachment Button
ESig Button
Part V Request
1 Fetching
2 Adding New Request
3 Adding New Line
4 More Buttons
ESig Button
Part VI Check Out
1 Fetching Request
2 Fetching Item
Item Accessories
3 Checking Out the Item
4 Checked Out Item
Part VII Check In
1 Fetching
2 Location
3 Checking In the Item
Part VIII Billing
1 New Cycle
2 New Rate
3 Billing Report
Part IX 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 X 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