EOS Advisor Quick Start Guide

Transcription

1 eurotherm.com/eosadvisor 1 EOS Advisor Quick Start Guide Manage Compliance and Calibration Requirements More Efficiently Product at a glance Improve conformance testing to regulatory standards with a hosted, mobile-first tool. Reduce testing costs, increase productivity and be prepared for audit with a robust testing and approval process. Reduce Testing Costs Simplify the data collection, approval and distribution workflow Centralize test and compliance management, planning and performing tests of any type A flexible and collaborative, role-based service delivery model Increase Test Productivity Reduce test errors and re-testing with dedicated workflows and prescribed work instructions Avoid production disruptions and downtime by efficiently managing complex test schedules Reduce time to test with dedicated workflows and prescribed work instructions Integrate EOS Advisor with existing systems and workflows with optional API integration Be Prepared for an Audit Demonstrate asset compliance with real-time inventory status, visible across the organization (Waterson et al, UK Patent application ) Streamline audits with on-site calibration certificate retrieval via QR code For Test Inspections Providers Calibration Temperature Uniformity Surveys System Accuracy Tests Maintenance checks Custom Compliance Checks Etc. For Regulated Industries Heat Treatment Automotive Aerospace Mining, Metals Minerals Life Science Batch processes Production Healthcare Healthcare Sterilization Disinfection Cycles Laboratories Test Equipment Food & Beverage Sterilization Drying Systems Cooking Ovens

2 EOS Advisor Quick Start Guide eurotherm.com/eosadvisor 2 Account Setup EOS Advisor initial setup including inventory and defining users Define Account Hierarchy Setup inventory for each customer. Customer Site Plant Area Equipment Instrument Channel EOS Advisor Account Hierarchy 1. Customers and Sites 2. Sites and Plant areas 3. Plant areas and Equipment 4. Equipment and Instruments 5. Instruments and Channels Site 1 Plant Area 1 Plant Area 2 Furnace 1 Furnace 2 Hi- Limit Controller Recorder Channel 1 Channel 2 Site 2 Channel 3 Plant Area 3 Furnace 3 Site 3 Setup Inventory Setup Inventory Types Add Equipment Types (e.g. Furnace, Sterilizer) Add Instrument Types (e.g. Controller, Pressure Gage) Setup Customers Add Customers Add each Customer Add Sites and Plant Areas

3 EOS Advisor Quick Start Guide eurotherm.com/eosadvisor 3 Account Setup EOS Advisor initial setup including inventory and defining users Equipment And Instrument Setup Add Equipment Add Equipment Add Instruments Add Instruments and connect to Equipment Add Channels to Instruments Define Calibration test schedules User Setup User Setup Add user types Set Approval Levels Engineer Users Engineers use the ecat mobile application to manage and perform tests Planner Users Planners use EOS Advisor to manage inventory, plan test activity and assign events to Engineers. Invite End Customer Users Service Providers: In Customers Invite Customer User Customer: Receive welcome Log in and define password

4 EOS Advisor Quick Start Guide eurotherm.com/eosadvisor 4 Calibration Test: Setup Define calibration test data, create rules and assign combinations Define Calibration Test Data Types Enter Data Measurement Units & Tolerances Connection Types & Methods Test Apparatus Calibration Types Procedures & Specifications Create Calibration Rules Create Rules Link data to Calibration Types & Specifications Assign Calibration Test Combinations Define Combinations Assign Procedures to Calibration Types Assign Specifications to Procedures

5 EOS Advisor Quick Start Guide eurotherm.com/eosadvisor 5 Calibration Test: Planning Identify calibration test due, plan and confirm Identify Calibrations Due In Planned Due Select and Plan Channels Plan Calibration Tests In Planned Due Select and Plan Channels Schedule Event time and date. Confirm Calibration Tests In Planned Due Assign to an Engineer Confirm with the Customer

6 EOS Advisor Quick Start Guide eurotherm.com/eosadvisor 6 Calibration Test: Workflow Perform calibration, generate certificate and print calibration label Sync And Select Event Sync On ecat, Sync Select Event Open Calibration Event Select Channels to Calibrate Perform Calibration and Generate Certificate In ecat Set Chanel Configuration Enter Calibration information Repeat for additional Channels Generate Certificate Generate Calibration Certificate draft Confirm certificate details Generate Calibration Certificate Print Label Print Label Print Certificate label, including QRcode Attach Certificate label to Instrument Close event Sync results In Advisor Send for Peer Approval Send for Customer Approval

7 EOS Advisor Quick Start Guide eurotherm.com/eosadvisor 7 Custom Test: Setup Setup, schedule and plan tests of any type Setup Custom Test (Test Management) Create Custom test Add Custom test template Define test name and description Attach Procedure Document Upload test procedure as an attachment Add Custom Test Schedules to Customer Select a Customer In a Customer record View Equipment or Instrument Add Custom Test Schedule Create Custom test schedule Define Custom test template Set Frequency and Duration of Test Plan Custom Tests In Planned Due Select and Plan Custom tests Schedule Event time and date Assign to an Engineer Confirm Event Confirm with the Customer

8 EOS Advisor Quick Start Guide eurotherm.com/eosadvisor 8 Custom Test: Workflow Perform customer test, upload custom test, close workflow Perform Custom Test In ecat Perform Sync Open Custom test Event View Custom test procedure attachment Outside ecat Perform Custom test Generate Custom test document In ecat Mark Custom test as Performed Close Event and Sync resultsment Upload Custom Test Document In Advisor View Custom test Upload Custom test document(s) Close Custom Test In Advisor Set Custom test Status to Test Performed Close Custom test OR Send for Approval Send Custom test for Peer Approval Send Custom test Customer Approval

9 EOS Advisor Quick Start Guide eurotherm.com/eosadvisor 9 Peer Approval Submit completed test for approval, and complete test workflow Send For Peer Approval Engineer: In Test Management In Open Tests View a Test Send for Peer Approval Rejection Review Cycle Peer Approver: Open Test Management Identify a Test Awaiting Peer Approval View Test Reject Test with Comments Engineer Open Test Management View Rejected Test Add comment Resend for Peer Approval Approved With Comments Peer Approver: Open Test Management Identify a Test Awaiting Peer Approval View Test Approve Test with Comments Engineer: Open Test Management View the Peer Approved Test Set State to Test Approved Close Test

10 EOS Advisor Quick Start Guide eurotherm.com/eosadvisor 10 Customer Approval Submit completed test for customer approval, and complete test workflow Send For Customer Approval Service Provider: In Test Management In Open Tests View a Test Send for Customer Approval Customer Rejection Cycle Customer: In Customer Portal Identify a Test Awaiting Peer Approval View Test Reject Test with Comments Service Provider: Open Test Management View Rejected Test Add comment Resend for Customer Approval Customer Approved with Comments Customer: Open Customer Portal Identify a Test Awaiting Peer Approval View Test Approve Test with Comments Service Provider: Open Test Management View the Customer Approved Test Set State to Customer Approved Close Test

11 EOS Advisor Quick Start Guide eurotherm.com/eosadvisor 11 Pricing Pricing, API integration, and minimum requirements Pricing Foundation Monthly subscription Professional Monthly subscription Enterprise Monthly subscription Free $300 POA 120 tests / year (Then $2 per test) Unlimited Sites Unlimited Users Lifetime Data Storage** per Engineer* / month (Billed Monthly/Annually) Unlimited Sites Unlimited Tests Lifetime Data Storage** 3 Engineer Bundle $550 / month (Billed Monthly/Annually All of Professional API Subscription Integration Service * An Engineer is a user with an ecat account as assigned within Advisor ** Data is stored for the lifetime of a valid subscription to EOS Advisor or with a minimum of 1 document per month usage API Integration An optional Application Programming Interface (API) subscription is used to integrate EOS Advisor with existing systems and workflows (e.g. SAP, Microsoft Dynamics, IBM Maximo). Foundation Professional Small (1-6 users) Professional Medium (7-8 users) Professional Large (18+users) Monthly fee Free ($0.35 / Test) $67 $167 $333 Calls per month Unlimited* Unlimited* Unlimited* Unlimited* Integration Service POA POA POA POA * Subject to the EOS Advisor Fair Usage Policy Platform Requirements Label Printer Requirements: PC O/S: Windows 10+ or OSX RAM: 4GB CPU: 1.33Ghz Screen Resolution: 1280 x 800 Tablet O/S: Android 6.0+ or Windows 10+ RAM: 2GB CPU: 1.6Ghz Screen Resolution: 1920 x 1200 Zebra P4T Zebra QLN-320

12 EOS Advisor eurotherm.com/eosadvisor 12 Eurotherm USA Guilford Drive, Suite 100, Ashburn, Virginia Tel.: Document No. HA033288USA Issue Schneider Electric. All Rights Reserved. Life Is On Schneider Electric, Eurotherm, EurothermSuite, ecat, EFit, EPack, EPower, Eycon, Eyris, Chessell, Mini8, nanodac, optivis, piccolo and versadac are trademarks and property of Schneider Electric SE, its subsidiaries and affiliated companies. All other trademarks are the property of their respective owners. Published July 2018