Program Objectives and Benefits
This program is designed to cover the Maintenance & Purchasing and Quality & Compliance modules for users who are new to NS 5. Students will be trained in using the application and develop the competencies required to perform their purchasing, inventory, maintenance and Quality and Compliance functions onboard the vessel.
At the end of the program, participants will be able to:
1. Navigate the NS5 system (screens, modules, forms)
2. Understand the structure of the vessel hierarchy in NS5.
3. Understand the diagram of the purchasing cycle utilized by NS 5.
4. Create, edit, and follow the life cycle of purchasing documents (Requisitions, Service Request, Purchase Orders, RFQs).
5. Use the Equipment Explorer and query for equipment or parts.
6. Create, modify, merge and hide storage locations.
7. Create spaces
8. Take full and partial delivery of an order.
9. Reconcile inventory.
10. Create a standard job and use the standard job query
11. . Use the Maintenance Plan Schedule
12. Create Work Orders or Service Orders from overdue Standard Jobs.
13. Update or adjust running hours for equipment or counter.
14. Create and edit documents in the Quality & Compliance module (Audits, Incidents, Inspections/Drills/Meetings, and CARs
Personnel required for the ordering, approval, inventory reconciliations, or unpacking of all equipment and consumables received onboard the vessel. This will vary across organizations, but may include Masters, Chief Engineers, 1st or 2nd Engineers, Stock-keepers and Chief or 2nd Cooks.
This course will run 3 days.
Program Delivery and Materials
The program is a combination of lecture and hands-on applications. All participants will be provided with a Training Manual to allow for note-taking during lectures, and includes a Quick Reference Guide for performing common tasks.
Program Testing and Certification
All students will receive a certificate at the end of the course attesting to completion.
Program Curriculum – Day One
Section 1. NS 5 Purchasing Introduction
1.1.1. Benefits of the NS 5 System
1.1.2. NS 5 and Purchasing
a. Purchasing Process Flow
1.1.2.a.1. Office vs. Vessel Functions
1.1.2.a.1.1. System Authorizations
1.1.2.a.2. Data Replication Between Office and Vessel
b. Documents
1.1.2.b.1. Requisition
1.1.2.b.2. Request for Quote
1.1.2.b.3. Purchase Orders
1.1.2.b.4. Transfer Orders
1.1.2.b.5. Invoices
1.1.2.b.6. Work Orders
Section 2. System Introduction
2.1.1. How NS 5 Manages Data
2.1.2. System Design and Tools
a. Lists / Filters
b. Forms
c. Index Terms
d. Text Boxes
e. Multi-Selects
f. Queries
g. Hide / Archive
2.1.3. System Help
a. Help Files
b. Manuals
c. Support
Section 3. System Basics
3.1. Logging In and choosing database
3.2. Changing Modules
3.3. System Layout
3.3.1. Menu and Toolbar
3.4. View Ship Details
3.4.1. Form Sections
a. Header
b. Technical
c. Admin. Info.
d. Contact Info.
e. Control & Defaults
f. Allotments
Section 4. Equipment Explorer
4.1. Definition
4.2. Design
4.2.1. Menu and Toolbar
4.2.2. Views
a. Sub-Items / Particulars
4.3. Levels
4.3.1. System
4.3.2. Unit
4.3.3. Component
4.3.4. Assemblies
4.3.5. Parts
4.4. Actions
4.4.1. New Equipment & Parts
4.4.2. Open Item
4.4.3. Find Equipment
4.4.4. Find Parts
Section 4: Equipment Explorer Continued
4.5. Items: Equipment / Consumables / Units
4.5.1. Definition
4.5.2. Form Sections
a. Header
b. Admin. Info.
c. Cross-References
d. Part No. References
e. Sources
f. File Attachments
g. Remarks
h. Messages
i. Documents
j. Local Description
4.6. Items: Assemblies / Parts
4.6.1. Definition
4.6.2. Form Sections
a. Inventory
b. Other Ships
c. Contracts
d. File Attachments
e. Sources
f. PO History
g. Documents
h. Messages
i. Local Description
4.6.3. Reports
a. Print Labels
4.6.4. Locations
a. Storage Locations
b. Delete Inventory
Spares Storage Locations
4.7. Definition
4.8. Design
4.8.1. Menu and Toolbar
4.9. Views
4.9.1. Parts
4.10. Actions
4.10.1. New
4.10.2. Open
4.11. Reports
4.11.1. Spares Manual by Location
4.11.2. Print Labels
4.11.3. Print Labels for SubLocation
4.12. Tools
4.12.1. Hide / Merge / Move
Section 5. Requisitions (REQs)
5.1. Definition
5.2. Form Sections
5.2.1. Header
5.2.2. Requisition Items
5.2.3. Admin. Info.
5.2.4. Documents
5.2.5. Messages
5.2.6. Status
5.3. Process Stages
5.3.1. Definition
5.3.2. Office vs. Vessel Functions
a. Authorize
b. Review
c. Create RFQ
d. Create PO
e. Cancel Requisition
f. Copy Requisition
5.4. Actions
5.4.1. Create New Requisition
a. Required Details
b. Items
5.4.1.b.1. Add Items From Hierarchy
5.4.1.b.2. Create / Add Type In Items
5.4.1.b.3. Open Item and Part
5.4.1.b.4. Delete Item
5.4.2. Modify Existing Requisition
5.4.3. Authorize A Requisition
5.4.4. Track Requisitions
a. Outstanding Requisitions
5.4.5. Copy Requisitions
Section 6. Requisition Templates
6.1. Definition
6.2. Actions
6.2.1. Create New Requisition Template
6.2.2. Open Requisition Template
Section 7. Request For Quote (RFQs)
7.1. Definition
7.2. Actions
7.2.1. Track RFQs
Section 8. Purchase Orders (POs)
8.1. Definition
8.2. Actions
8.2.1. Track POs
Section 9. Delivery of Items
9.1. Definition
9.2. Actions
9.2.1. Locate Purchase Order
9.2.2. Take Full Delivery
9.2.3. Take Partial Delivery
Section 10. Reconciliations
10.1. Definition
10.1.1. Form Sections
a. Items
b. Status
c. Actions
d. Create Reconciliation
10.1.1.d.1. Select Items
10.1.1.d.2. Select Items via Location
e. View Reconciliations
Section 11. Maintenance
11.1. Updating Running Hours
11.2. Standard Jobs
11.2.1. Creating a Standard Job
11.2.2. Using the Standard Job Query
11.3. Work Orders
11.3.1. Create New
11.3.2. Edit Existing
11.4. Using the Maintenance Plan Schedule
11.4.1. Calculating the Maintenance Schedule
11.4.2. Generating a Work Orders from a Standard Job
11.4.3. Completing and closing Work Orders
Section 12. Quality & Compliance
12.1. Audits
12.1.1. Creating an Audit
12.1.2. Updating an Audit
12.1.3. Linking an Audit to other documents.
12.2. Incidents
12.2.1. Creating an Incident
12.2.2. Updating an Incident
12.2.3. Linking an incident to other documents.
12.3. Inspections/Meetings/Drills
12.3.1. Creating an Inspection/Meeting/Drill
12.3.2. Updating an Inspection/Meeting/Drill
12.3.3. Linking an Inspection/Meeting/Drill to other documents.
12.4. Corrective Action Requests (CARS)
12.4.1. Creating a CAR
12.4.2. Updating a CAR
12.4.3. Linking a CAR to other documents.
12.5. Using the Seaman’s Query