Assembly Vision version 3.1 upgrade notes
Upgrade instructions
for version 3.1
** Please provide these instructions to your IT staff. Many companies require software to be installed by an Administrator.
Because of new charting features, this upgrade will require
you to uninstall your current version and then install version 3.1.� Please follow the steps below for each computer that has Assembly
Vision installed:
- Have
all users logged off the software
- Obtain
a copy of the Assembly Vision
Installation.msi file.� This can
be downloaded from http://www.assemblyvision.com/DLAssemblyvision.html
- Copy
the file C:\Program Files\Assembly
Vision\AssemblyVision.udl to your desktop.
- Uninstall
your current version of Assembly Vision:
- Click
Start
- Click
Control Panel
- Click
Add or Remove Programs
- Select
Assembly Vision
- Click
the Remove button
- After
the program has been uninstalled close the Add or Remove Programs window and the Control Panel window
- Right click
on the Assembly Vision
Installation.msi file (the file you downloaded in step 2) and select Install
- Select
all of the default settings during the installation process - except if the software is on a shared computer or network computer. In this case, select Everyone rather than Just me when prompted.
- Copy
the AssemblyVision.udl file
from your desktop to C:\Program
Files\Assembly Vision.
Note: Steps 3 and 7 that involve copying the AssemblyVision.udl file will not need
to be done in future upgrades.� See item
22 below.
** What�s included in version 3.1 **
Work Orders & PM Checklists
- NEW � Email
notifications are now sent at the time checklists are (automatically) generated.
- NEW �
Work order email notifications now include the work order type.
- NEW �
An email is now sent to the safety person when a work order that is marked
as a safety related work order has been closed.� Prior to this change, the safety person
was only notified when the safety related work order was opened.
- NEW � PM
Checklist templates can now be deleted.�
Note: All related checklists, work orders and recorded time are
also deleted.
- CHANGE
� When you open and view a work order while viewing all open and closed
work orders � after you close viewing the work order, you are now
returned to the work orders list viewing all open and closed work
orders.� Prior to this change,
you were returned to a view of only open work orders in the grid.
- FIX �
The date closed field updates properly when the associated checklist is
closed.
- FIX �
Fixed a problem on the work orders list screen � when attempting to open a
work order when the work order grid is empty.� (The work order grid can be empty when
filters are added to the grid.)
- FIX �
The Checklists (grid) screen will now display multiple Checklists that are
due on the same day on the same equipment.
- CHANGE
� The process for completing and closing checklists has been changed.� Checklists are regenerated automatically
when they are marked complete.� The
work order associated with the checklist is closed automatically.� With this change:
- Time
can now be entered for both open and closed work orders
- the
Closed button has been removed from the Checklist list (grid) screen
- the
Completed button on Checklist detail screen now completes and closes the
Checklist and the associated Work Order
- the
Completed button automatically generates the next checklist � this process
will also create a new work order automatically
- the
Completed button uses the checklist frequency defined for the checklist when
regenerating the next PM checklist (you can change the scheduled date for
a PM checklist in Assembly Manager)
- NEW �
A default PM / Checklist work order
type setting was added to the Settings screen in Assembly Manager.� Use this field to set the work order
type that is assigned to work orders that are generated when new PM /
Checklists are automatically generated.�

- NEW � Information
entered into the notes field on the checklist detail screen is now included
in the work order description when work orders are automatically created.


Database
- CHANGE
� An email notification field was widened, allowing for a larger list of
people in the notification list.
- NEW �
Database changes were made for tracking parts usage / part replacement frequency.� This information will allow reports to
be generated by part or by equipment item.�
Full functionality of this item will be made available in the next
upgrade.
- NEW �
Database changes were made for Purchase Requisition features.� Full Purchase Requisition functionality
will be made available in the next upgrade.
Equipment screen in
Assembly Manager
- CHANGE
� Changes were made on how items can be added to the tree list on the left
side of the screen.
- NEW �
After an item is added to the tree list � that item branch is expanded.
Parts data
- NEW � A
BOM Quantity field was added to the screen where you assign parts to
equipment.� The BOM quantity field
is included on reports that display part information for specific
equipment.� With the addition of
this field, a bill of materials list can be printed as well.� See item 24 for more information on the
Bill of Materials report.

- NEW �
All users can now view and search the master parts list.� The Parts button in Assembly Viewer is
now a button that drops down a menu.�
From the drop down menu you can select View master parts list or View
parts just for this item.� From the
master parts list screen you can view or print the details for a part and also
search the database to see a list of equipment where a part is installed.� The master parts list is also available
from the Parts screen in Assembly Manager.


Tools in Assembly
Manager
- NEW � Import
functionality is available for: Suppliers, Manufacturers, and Parts.� This data can be imported from Excel or
CSV files.� File layouts are
included in the Assembly Vision program files folder.� C:\Program Files\Assembly Vision
- ImportSuppliers.csv
and ImportSuppliers.xls
- ImportManufacturers.csv
and ImportManufacturers.xls
- ImportParts.csv
and ImportParts.xls
Miscellaneous
- NEW �
Extra information was added to the log in screens when in Trial mode.
- CHANGE
� The trial period activation screen has additional information added to
it.
- NEW � For
version upgrades beyond 3.1, the AssemblyVision.udl file will not be
removed when uninstalling the software.�
This will make upgrades that require an uninstall and a reinstall
easier to manage.
Reports and Charting
- NEW � A
report that displays all information for a specific Manufacturer Part is
available from two areas of Assembly Manger.� There is now a print button on the Parts
screen and on the Master parts list screen (the master parts list is accessible
from the Parts screen in Assembly Manager and from the Parts button in
Assembly Viewer see #18 above).
- NEW �
Bill of Materials report.� This
report is available from the Equipment screen in Assembly Manager and from
the Print button in Assembly Viewer.


- NEW � A
Charts menu has been added to Assembly Manager.� After you select a chart from the Charts
menu, a Chart Parameters screen will appear that will prompt you for a
date range and other parameters that allow you to customize your
charts.� There are 6 charts
available with version 3.1.� More charts
will be added in future upgrades.� There
are two tabs on the screen when viewing charts.� The first tab displays a graphical chart
and the second tab displays the chart�s data in a table.� Charts can be exported to files as
images and the data can be exported to Excel.� In this upgrade you can generate charts
for:
- Number
of work orders closed each month
- Number
of work orders opened each month
- Total
hours worked for a specific work order type
- Total
hours worked for all work order types
- Work
orders opened vs. closed each month
- Number
of work orders opened each month for a specific work order type


