Your Company’s Procedure
Posted by Jeff in 
I can’t tell you how many calls I’ve received on the Support line that starts out with “So-and-so just left the company. How do I do their job?”. I know that everyone tries to keep employee turn-over to a minimum but, stuff does happen.
A good way to avoid last minute confusion when hiring a new employee or replacing one is to document your own procedures. FabSuite provides a General User Guide** which outlines how the software works but does not show how your company operates.
I have found that having each FabSuite user (or just the department heads) write out a step by step list of what they do in the program gives you two benefits: 1)You will be able to tell from reading the step by step list if the person fully understands how to use the software. 2) You will have a company procedure manual when you put all of the lists together.
Your company has invested a good deal of time and money into buying FabSuite and training users. This is a great way to protect your investment.
** The FabSuite General User Guide is available in the About window. Updates to the v4.4.5 User Guide are found in the background of FabSuite under New Features (each new feature has a User Manual link).
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FabSuite Modules
Estimating
Gives you the accuracy and efficiency your company needs to stay competitive and profitable in today's market. Takes the tedious recapitulation activities out of the estimator's hands and does them automatically.
Project Management
Provides complete traceability of important job and project information. Create Drawing Logs, Transmittals, RFI’s and organize job specifications for quick and easy reference.
Production Control
Handle bill of material for jobs and track jobs through the entire fabrication process in your shop easily and effectively. Provides you with unrivaled control over every item in the job.
Combining
Efficiently optimizes materials from your existing inventory, or from a personally customizable "Warehouse" or "Mill" database. Mult and nest large material lists to price, quote, or buy.
Inventory Control
Keep track of all the items in your inventory by the job number, using the standard steel nomenclature.
Purchasing
Combine requisition items, email your requests for quotes to vendors, and easily create purchase orders that will be automatically linked to your inventory.
Order Entry
Gives the service center or retailers a system for tracking the sale in-house. Work up a quick quote for a client on the phone or over the counter.
Dave says:
Great advice Jeff! A very useful, but overlooked idea…!