MPulse Consulting Workshops

MPulse Administration (2-Day Workshop)

The MPulse Admin 2-Day Workshop is designed for existing MPulse managers and administrators who want to improve their MPulse skills and software configuration. This service can be customized to the participant’s specific MPulse workflows and needs. Topics to be covered can include, but are not limited to: Management Tools, Security Settings, Unplanned Workflow, Planned Workflow, Reporting, Notifications, Advanced Customization, Asset Management, and Inventory Management.

$3,500

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Asset Status Board

In this session, we will help you build and implement Asset Status Boards, including: Default Asset Status Boards, Configuration, and Status Definitions. You will work with one of our expert Implementation Consultants to determine what Asset Status Boards your organization needs, understand the reporting value, and the overall feature benefits of your Asset Status Boards. During this Service Block, the Implementation Consultant will create up to five (5) Asset Status Boards.

$500

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Capital Assets

In this session, we will help you build and implement Capital Assets, including: Asset Types, Sections on Asset Records, Fields on Asset Records, Preventive Maintenance and Usage Information, Meter Information, In Service vs. Out of Service, and Bar Code Labels. You will work with one of our expert Implementation Consultants to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, the Implementation Consultant will edit list values for all applicable fields, rearrange sections or fields as needed, change access rights and requirements to fields as needed, create custom list view layouts as needed, create up to two (2) meter type on up to twenty (20) Asset Records, and review these changes with you. We can also work with you to import Capita Assets using the MPulse Import Template. To import these, you would have to provide the completed template spreadsheet prior to the scheduled Workshop session.

$750

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 Condition-Based Maintenance

In this session, we will help you build and implement Condition-Based Meters, including: Trigger Options, Automatic Emails, Automatic Maintenance Requests, Automatic Work Orders, and Meter Usage Reports. You will work with one of our expert Implementation Consultants to determine the requirements needed to match your workflows. During this Service Block, the Implementation Consultant will create up to two (2) meters on up to twenty (20) Assets and configure up to forty (40) Trigger Options.

$500

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Data Preparation

In this session, we will help you review and update data in your database, including: Reviewing, Modifying, and Importing Data. You will work with one of our expert Implementation Consultants to determine what updates and changes need to be made to your existing data. This Service Block is timed at 1 Hour per 250 Rows (Records) of Data.

$250

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 Employees and Vendors

In this session, we will help you build and implement Employees and Vendors, including: User Accounts, Assigning User Permissions, Types of Vendors, and Tracking Cost of Labor. You will work with one of our expert Implementation Consultants to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, we can work with you to import Vendor using the MPulse Import Template. To import these, you would have to provide the completed template spreadsheet prior to the scheduled Workshop session. Your Implementation Consultant will also edit list values for all applicable fields, create custom List View Layouts as needed, and create up to twenty (20) Employee Records.

$500

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Inventory Management

ContentIn this session, we will help you build and implement Inventory, including: Inventory types, Sections on an Inventory Record, Units of Measure, Stock Area tracking, and Bar Code Labels. You will work with one of our expert Implementation Consultants to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, we can work with you to import Inventory using the MPulse Import Template. To import these, you would have to provide the completed template spreadsheet prior to the scheduled Workshop session.

$500

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Inventory Purchasing

In this session, we will help you build and implement a system to Reorder and Purchase Inventory, including: Reorder List, Requisitions, Adjust inventory Quantities, Inventory Shopping Cart, and Bar Code Labels. You will work with one of our expert Implementation Consultants to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, the Implementation Consultant will customize the Requisition Record to meet your workflow or procurement needs.

$500

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 Inventory – Cycle Count Records

In this session, we will help you build and implement Cycle Counts, including: Cycle Count Records, Conversion Options, and Trend Variance Reporting. You will work with one of our expert Implementation Consultants to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, the Implementation Consultant will create up to ten (10) Cycle Count Records and review the changes made with you.

$750

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Maintenance Advisor – Key Performance Indicators

In this session, we will help you build and implement a Maintenance Advisor to track Key Performance Indicators, including: Dashboards, Calendars, Resource Leveling, and Resource Planning. You will work with one of our expert Implementation Consultants to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, the Implementation Consultant will create a dashboard for up to two (2) users, create up to five (5) custom Calendars, set up Resource Leveling, and set up to one (1) Resource Plan. Note: Resource Leveling and Resource Planning are only available in the Enterprise edition of MPulse.

$500

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Maintenance Request Management

In this session, we will help you build and implement a Maintenance Requesting program including: Initiating a Request, Components of a Request, Stages of a Request, Converting a Request, and Cancelling a Request. You will work with one of our expert Implementation Consultants to determine who needs to see Maintenance Requests and the best way to initiate Work Orders from Maintenance Requests. You will work with one of our expert Implementation Consultants to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, the Implementation Consultant will edit list values for all applicable fields in the Maintenance Request, rearrange sections or fields as needed, change access rights and requirements as needed, walk through adding desired List View Layouts to the Maintenance Advisor Dashboard, create custom List View Layouts as needed, and will review the changes with you. There will also be an exercise included to allow you to practice the established workflow by creating five (5) Maintenance Requests with the Implementation Consultant.

$750

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Maintenance Task Records

In this session, we will help you build and implement Maintenance Tasks for recurring activities, including: Default Maintenance Tasks, How to create a Maintenance Task, How to link Maintenance Tasks to Scheduled Maintenance Records or Work Order Records, How to create and link Task Checklists, and how to set up Task Qualifications – for MPulse Enterprise only. You will work with one of our expert Implementation Consultants to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, the Implementation Consultant will create up to twenty (20) Maintenance Task Records, show you how to replace a Maintenance Task on a Work Order and on a Scheduled Maintenance Record, create up to five (5) Task Checklists, create up to five (5) Qualifications and Levels, add Task Qualifications to up to twenty (20) Maintenance Tasks, and will review the changes made with you. We can also work with you to import Maintenance Tasks using the MPulse Import Template. To import these, you would have to provide the completed template spreadsheet prior to the scheduled Workshop session.

$750

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Management Tools – Advanced Customization

In this session, we will help you build and implement Advanced Customizations. You will work with one of our expert Implementation Consultants to customize MPulse to fit your processes and workflows, including: creating Custom Form Layouts, setting Nesting Rules, and creating friendly reminders with Custom Prompts. We will work with you to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, the Implementation Consultant will create up to five (5) Custom Form Layouts, apply Form Layouts to User Groups, create up to ten (10) Nesting Rules, create up to ten (10) Custom Prompts, and will review the changes with you.

$750

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Management Tools – Communication

In this session, we will help you build and implement Communications. You will work with one of our expert Implementation Consultants to define your email notification needs and set up emails to go out from MPulse. We will work with you to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, the Implementation Consultant will set up email configuration, review and enable all applicable notifications, modify the Subject/Body of up to ten (10) Notifications, create up to five (5) Maintenance Request Escalations, create up to five (5) Work Order Escalations, and will review the changes with you.

$500

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Management Tools – DataLink

In this session, we will help you build and implement data imports using DataLink. You will work with one of our expert Implementation Consultants to define what data you need to import into MPulse. You will work with one of our expert Implementation Consultants to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, the Implementation Consultant will walk you through downloading and installing DataLink, reviewing data in the MPulse Import Template, creating a profile in DataLink, creating a data connection in DataLink, changing the data threshold for imports, and importing data for up to six (6) Record Areas, and will review the changes with you. This time does not include the time it takes for your data to import into MPulse. This Service Block can potentially be split into two separate sessions: one to set up and execute the import(s), and one to review the data in MPulse.

$500

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Management Tools – Settings

In this session, we will help you build and implement some of the foundational management tools including: General Settings, Workflow, Basic Customization, Advanced Inventory, and Archiving. You will work with one of our expert Implementation Consultants to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, the Implementation Consultant will make changes to the Management Tools based on your needs including enabling or disabling workflow options like timestamps, automatic request conversion, and automatic scheduled maintenance conversion, updating work order priorities, defining time tracking options, changing the language for up to five (5) labels per Record area, and will review the changes with you.

$500

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Management Tools – RIME Score

In this session, we will help you build and implement RIME scoring. The Ranking Index for Maintenance Expenditures (RIME) Score will provide a better understanding of scheduling work for planners and administrators by applying a criticality ranking for each work order. The RIME will be a calculation of the criticality rankings of Asset and Maintenance Task records; RIME helps replace emotion with logic. You will work with one of our expert Implementation Consultants to apply the functions of this tool to your workflow in a way that will accommodate your needs. During this Service Block, the Implementation Consultant will create up to twenty (20) RIME definitions, Learn how to use the optional Date-based multiplier, Apply these RIME definitions for up to (20) Maintenance Task Records and up to (20) critical Asset Records, and will review the changes made with you. We can also work with you to import the RIME criticality using an MPulse Import Template. To import these, you should provide the completed template spreadsheet prior to the scheduled Workshop session.

$750

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MPulse Mobile

In this session, we will help you build and implement MPulse Mobile, including: downloading the app on android vs iOS products and determining the workflows for mobile usage. You will work with one of our expert Implementation Consultants to determine the requirements needed to match your workflows. During this Service Block, the Implementation Consultant will create and apply the form layouts for the records to support your defined mobile workflow.

$500

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Reporting

In this session, we will help you build and implement Reporting, including: List View Layouts, Charts, Gauges, and Printing and Exporting. You will work with one of our expert Implementation Consultants to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, the Implementation Consultant will create up to five (5) custom List View Layouts, create up to five (5) Report Widgets, and build a Dashboard for one specific user.

$1,000

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Scheduled Maintenance Records

In this session, we will help you build and implement Scheduled Maintenance Records for planned or preventive maintenance, including: Components of a Scheduled Maintenance Record, Time Based vs. Meter Based Scheduling, Floating vs. Fixed Scheduling, Recurrence Patterns, and Conversion options. You will work with one of our expert Implementation Consultants to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, the Implementation Consultant will create up to twenty (20) Scheduled Maintenance Records, and will review these updates with you.

$750

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Security Setup – Field Security

In this session, we will help you build and implement Field Security. This tool allows you to change the access to specific fields and/or allows you to define field requirements. You will work with one of our expert Implementation Consultants to discuss any information that needs to be turned off for users, set to visible but not editable, or required. We will work with you to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, the Implementation Consultant will update the Field Security for up to five (5) fields per Record Area, up to five (5) Records Areas and will review the changes with you.

$500

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 Security Setup – Group Setup

In this session, we will help you build and implement the User Groups in Group Setup. You will work with one of our expert Implementation Consultants to discuss the User roles for those that log in to MPulse to determine what Access Rights and Functionality Rights those groups will need. We will work with you to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, the Implementation Consultant will make any changes needed to the existing user groups in the program including access rights and function rights. We will also set up any additional user groups you need to accommodate your workflow and will review the changes and additions with you.

$750

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Security Setup – Role Based Access Control

In this session, we will help you build and implement Role Based Access Control (RBAC) in Group Setup. You will work with one of our expert Implementation Consultants to discuss how to set up your employee permissions to separate the access and visibility to different areas of MPulse based on filters like Location, System, Department, etc. We will work with you to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, the Implementation Consultant will create the Role Based Access Control filters for up to 10 User Groups and will review the changes with you.

$500

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Work Order Management

In this session, we will help you build and implement meaningful Work Orders including: Initiating Work Orders, Administrating Work Orders, Components of a Work Order, Reviewing Work Orders, Distributing Work Orders, Completing, and Closing Work Orders. You will work with one of our expert Implementation Consultants to apply the functions of these tools to your workflow in a way that will accommodate your needs. During this Service Block, the Implementation Consultant will edit list values for all applicable fields in the Work Order, rearrange sections or fields as needed, change access rights and requirements as needed, walk through adding desired List View Layouts to the Maintenance Advisor Dashboard, create custom List View Layouts as needed, and will review the changes with you. There will also be an exercise included to allow you to practice the established workflow by creating five (5) Work Orders with the Implementation Consultant.

$1,000

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