How to

TM Master v2
 

Contents

General in TM v2
Start TM Master v2 5
Customize the grid 5
Grouping the data 5
Add a field to the grid 5
Sorting the data in the grid 6
Editing directly in the grid 6
Move a column in the grid 6
Remove a column from the grid 6
Use a filter in the grid 6
Reset changes 6
Reset the grid to its original settings 6
Remove a selection from the list 6

Use TM Master v2
Symbols used in due window 7
Find due jobs 7
Job lists/reports 8

Contents
Print the content of the grid. 8
Print out predefined “reports”.  8
Example on job lists/Reports 8
Sign out maintenance jobs 10
Multi sign maintenance jobs 11
Postpone a job 11
Create a project 12
Postpone to project 12
Add a non-schedule job 12
Class related jobs 13
Print a list with class related jobs 13
Print a list of class related jobs done (History) 13
Update running hours 14
Update running hours manually 14
Update running hours from counter 14
Update/Reduce the running hours on a single component 14
Manage spare parts 15
Change the location for spare parts 15
Mass update stock 15
Sign out alarm jobs 16
Certificates 17
Create a new certificate group 17
Create a new certificate type 17
Add a certificate 17
Renew a certificate 18
View time line for certificates 18
Order - from draft to received 19
Create a draft (order) 19
Approve an order 23
Receive order 24

Build a vessel database

Add a new vessel (unit) 25
Create components 25
Add a top level component system 26


Pin a window 27
Create a new stock location 27
Create a new spare part 28
Connect the sparepart to the component 28
Copy spareparts to another component 28
Create codes needed for standard jobs 29
Create a new standard jobs 29
Add a standard job to the component 29
Copy the standard jobs to another component30
Add a certificate to the component 30

Administrate TM v2
Codes31
Add a new code31
Manage users31
Create a user group31
Create a user32
Special user rights32
Reset the password to the user32
Disable a user33
Add backup as a weekly routine (schedule job)33
Sign out a backup job33

“Nice to know” functions

Customize toolbar and shortcuts35
Create a new tool bar35
Customize the tool bar35
Customize colours of in the grid35
Copy data from the grid to another program36
Shortcuts36
Create your own shortcuts36
Reporting for DNV. 37
 

General in TM v2

Start TM Master v2
To start TM Master v2, you double click on the icon “TM Master v2”

A login picture opens where you type in user name and password:

◊ User name: xxxxx

◊ Password: xxxxx
After you have pressed [ENTER], TM Master v2 starts

Customize the grid

Grouping the data

◊ Click on the “ Group by” button.

◊ Drag the column header to the group by box that
opened

Add a field to the grid

◊ Click on the “ Field selector” button
◊ To add a field, either double click on it and it will be automatically placed in the grid, or place
it manually using the drag and drop method.


Sorting the data in the grid

◊ Click on the column header of the column that you wish to sort by.

Editing directly in the grid

◊ Click on the “ Edit..” button (if available)
◊ Click in the cell and type in the text.
◊ Click on the “ Edit..” buttonwhen you are finished to deactivate writing mode (to avoid that
you make changes by an accident)

Move a column in the grid

◊ Drag and drop the column headers to move the columns within the grid.
◊ While dragging you will notice that the pointer changes to a red arrow at the boundaries
between each column. When the red arrow is at the location you wish to move to, release
the mouse button.

Remove a column from the grid

◊ Drag the column header out of the grid.
◊ When the mouse pointer changes to a red circle, release the mouse button

Use a filter in the grid

◊ Click on the “ Filter” button.
◊ Type in a word or part of a word which is contained within the name of the item you are in-
terested in.
◊ Use the star symbol [*] as a wild card for searching. A wild card represents any quantity of
letters, numbers or spaces.
*fluke* gives you all items that con-
tains the word fluke

If you click on the “filter” button once

more, all the items will be shown
again

Reset changes
Reset the grid to its original settings
◊ Right click in the grid
Reset Grid columns

Remove a selection from the list

To remove a selection from the list, just press the [Delete] key.
 

Use TM Master v2

Symbols used in due window

Job type symbols
This symbol is used for jobs that check All jobs that shall be visually inspected,
items, like “Main check of pump unit”, like survey, are marked with this symbol
“Weekly check of system”
Megger test jobs
For jobs like annual survey, certificate
renewal, service, check/clean compo-
nents, this symbol is used Overhaul jobs

Lubricate and oil change jobs

Due window

0 % due 100 % due

30 % due Overdue

Find due jobs

Module: Maintenance
Function: Due

There might be a lot of jobs that are due. It is therefore possible to limit the selection by a number
of parameters. Click “Refresh” when you have made your selection.
◊ Select an item from the different lists avail- ◊ Tick the different options
able ◊ Postponed jobs
◊ Department ◊ Critical jobs
◊ Job type ◊ Include projects
◊ Category ◊ Only class related jobs
◊ Priority ◊ All jobs
◊ Assigned to


Job lists/reports
Print the content of the grid.
◊ File - Print....

Print out predefined “reports”.

◊ Click on “Report” in the horizontal tool- report.
bar
◊ Click “OK” to confirm your selecting
◊ Select the report you want
◊ Select printer and print out the report
◊ Make the selections nessesary for your
report. I|-t may vary from report to

Example on job lists/Reports

Job 07 - Work order
The work order print out gives you a
1-page detailed description of the job
and component

Job 03 - Maintenance schedule

The maintenance schedule report
gives an overview over all jobs that
are due within the specified date.
This report gives less details than the
work order, but it gives more jobs on
each page.
 

Job 04 - Check list

The Check list report gives a brief overview of all jobs that are due. Little details, but gives many
jobs on each page.

ClassRelatedJob06 - Class related jobs

The “Class related jobs” report shows all class releated jobs that are on the system, and when
they have their next due date/hour.
10

Sign out maintenance jobs

Module: Maintenance
Function: Due

◊ Press [F5] to get the latest update of the due list

◊ Highlight the job you want to sign out
◊ Click “ Job Done”,
◊ Fill out the form (For an explanation of the different fields, see further down this page)
◊ Click on “ Job Done Complete” when finished.

You have to use the “ Sign out job” button to sign out the job. It is not enough to
change the status to “100% Complete”

In the “General tab” you can enter a number of details about the job you have performed. It
is necessary to fill in the fields marked (*) to be able to sign out the job

◊ Job done status: How much of the job is done, ex “25%” or “Complete”.
◊ Reason: Why the job is done. Choose from the list (Example: Planned)
◊ Symptom: Why the job was performed. (Example: Oil leakage)
◊ Condition before: What was the condition of the component before the job was done.
(Example: Good) (*)
◊ Condition after: What was the condition of the component after the job had been done.
(Example: Good) (*)
◊ ManHours: You can add how many hours you used when doing the job
◊ SRF: If you have a Standard Report Form (SRF) it can be updated (This is described later
in this chapter)
◊ Done by: Select the person that has actually done the job. This might be another person
than the one that signed out the job. (*)
◊ Signed by: This field is automatically filled out based on who is signing the job
◊ Date: Select the date that the job has been completed
◊ Hours done: If it is a component with a running hour counter you can change it to what it
was when the job was performed.
◊ Due date: Gives the date that the job was due.
◊ Due hours: Gives the running hours for when the job was due.
◊ Next due: Shows when the job is due next time
◊ Remarks: Choose standard remarks for the list
◊ Report: This free text field is where you add your own words about the job.
◊ Comment: Additional comments can be added here.
 11

Multi sign maintenance jobs

Module: Maintenance
Function: Due
◊ Select two or more jobs.
◊ Click on the “ Job done” button on the horizontal tool bar.
◊ The multi signing window opens. You fill out the form the same way as for a single job
◊ Click “Multisign jobs” when you are finished

Counter based jobs can not be multi signed. There may also be restriction to multi sign
based on component critical category and job priority. This is managed in “System -
Settings - Multisign”

Postpone a job
Module: Maintenance
Function: Due

◊ Open the job

◊ Click “ Postpone”
◊ The “Postpone job” window will
open
◊ Change the postpone date (either
by entering a date directly or click-
ing on the arrow to the right to
view the calendar
◊ Enter the reason why the job has
been postponed
◊ Click “OK” when you are finished
12

Create a project
Module: Maintenance
Function: Project
It is possible to create different job list projects, they can be big projects like dry docks, or small
ones where you want to postpone a job to next week.

◊ Click on “ New”.
◊ Enter a name for the project
◊ Enter a date for the project
◊ Enter in any remarks/additional in-
formation which could be useful
◊ Click “Save and close” when you are
finished

Postpone to project
Module: Maintenance
Function: Due

◊ Open the job

◊ Click“ Postpone”
◊ Tick the “Postpone to project”
◊ Click the arrow to the right of the “project”
field
◊ Select the appropiate project from the list
◊ Click “OK” when you are finished
◊ Close the jobs window

Add a non-schedule job

Module: Inventory
Function: Component

◊ Open the component

◊ Select the “Jobs” tab
◊ Click .
In the new window that opens:

◊ Enter the required due date or due

hours
◊ Fill in the necessary information about
the job
◊ Click “Save and close” when you are fin-
ished
◊ The next step is to sign out the job the
same way as you sign out an ordinary
job
 13

Class related jobs

Print a list with class related jobs

Module: Maintenance
Function: Due

◊ Click “ Report” on the toolbar

◊ Select “ClassRelatedJob06”
◊ Click on “Open” - “Print”

Printing of job lists

Only jobs that is ticked “Class job” will show up in this list.

Print a list of class related jobs done (History)

Module: Maintenance
Function: History

◊ Click on the “ Report” button.

◊ Click on “ClassRelatedJobHistory01”
◊ Click on the “Open” button.

◊ Select the appropriate dates you want, or select from the “Period” list.
◊ Click “OK”
◊ Click “Print”
14

Update running hours

Module:Inventory
Function: Running hour

Update running hours manually

◊ Click “ Edit on grid” on the toolbar.
◊ Click in the “Hours” column on the component you wish to update
◊ Enter in the new hours figure
◊ Press [ENTER]
◊ Click “Edit on grid” to finish

Update running hours from counter

◊ Click “ on the toolbar.

◊ An import running hours windows opens where you can look through the updates from
the running hour counter

◊ Press “OK”
◊ The running hours are updated

Update/Reduce the running hours on a single component

Module: Inventory
Function: Component
Sometimes it is necessary to reduce or update the running hours on a single component e.g. when
a part is replaced for new
◊ Open the component.
◊ Click on “Running hour” tab
◊ Click on the button to the right of the “Running hours”
field
◊ Enter the new figure for running hours
◊ Click “OK”
You will se a new entry has appeared in the lower pane, showing
that you have made a change.
Next time you update the running hour master,
you will see that the running hours have been up-
dated with the difference.
 15

Manage spare parts

Change the location for spare parts

Module: Inventory
Function: Spare parts
◊ Find the spare part you want to move

◊ Use “Drag-and-drop” and move it to the new

location.
◊ Move the slider, or write the number of items you want to move and click on OK when you
are finished.

Mass update stock

Module: Inventory
Function: Spare parts
◊ Click on the “
◊ Add a remark for stock history
◊ Click “OK”
◊ Click on the when you are finished

Add or remove items from a location

Module: Inventory ◊ Right click on the item
Function: Spare parts/Stock Add stock/remove stock

◊ Enter how many items you would like to add/re-

move
◊ Enter any remarks that could be useful in the “Re-
marks for history”-field
◊ Select location for the item
◊ Click OK when you are finished
◊ Close the item window

See history of changes in quantity for an item

Module: Inventory
Function: Spare parts/Stock

◊ Open the item you want to check

◊ Select “Consumption” tab
You can now view the quantity history for that item
16

Sign out alarm jobs

Module: Maintenance
Function: Alarm Due

◊ Start by clicking on the “Refresh” button to get an updated list of due jobs
◊ Select the job by clicking on it

◊ Click on the “ Job done” button in the horizontal tool bar

◊ Complete the Job Done report

◊ Click on the “ Job done” button when you are finished.

It is possible to multi sign alarm jobs.

 17

Certificates

Create a new certificate group

Module: Fleet
Function: Certificate overview

Click the “Tree” menu.

◊ Select “Add top-level group” (or “Add sub group” if

you are creating a group within a group)
◊ Enter a name for the group
◊ Click “OK”

Create a new certificate type

Module: Fleet
Function: Certificate overview

◊ Click on the arrow right to ”New” in toolbar.

◊ “New Certificate Type”
◊ Enter a name for the new certificate type
◊ Enter a code to the certificate
◊ Enter any comments you wish to add

If the correct certificate group is not displayed

◊ Click the button to the right of “Certificate

group”
◊ Mark the correct group
◊ Click “OK”
◊ When finished, click “Save and close”

Add a certificate
Module: Inventory
Function: Certificates

◊ “New Certificate”
◊ Double click the group that the certificate be-
longs in
◊ Fill inn the dates for surveys of the certificates.
Windows: This means how long time before and after
expiredate is the certificate possible to renew.

Example: Expiredate is 31.12.2008

Window From 1 weeks

To 1 weeks

means you can renew the certificates between

24.12.2008 - 07.01.2009.
18

Renew a certificate
Module: Inventory
Function: Certificates
◊ Open the certificate you
want to renew
◊ Click on “Renew” in the hor-
izontal toolbar

View time line for certificates

Module: Fleet
Function: Certificate timeline

The certificates can also be view as a time line. The periods of renewal, survey and completion
are shown graphically.

If you wish to see details for, or make changes to, any of the certificates, simply double click
on the coloured bar for the certificate you are interested in.
 19

Order - from draft to received

Module: Purchasing
Function: Overview

PO symbols

Draft/Requisition Order partially received

Active orders in the system Order completely received

Approved Order complete and paid

Order sent office

Order cancelled
OnOrder

Orders in progress

Orders delivered at home port

Orders delivered at agent.

Create a draft (order)

◊ Click “ New” on the toolbar

◊ Enter a name for the new order
◊ Click “OK”
The draft has now been saved in the system, and you will see that the number of drafts in the
overview window has increased by one. The draft details window opens.
20

Insert blank order line/Free text order line

◊ Click on the “Orderlines” tab

◊ Click on the “ Insert blank order line...” button
◊ Fill in the required fields on the “General tab”. As a minimum you must enter “Item name”
and “Quantity”.
◊ Click “Save and closed” when you are finished. Con-
tinue inserting blank orderlines until all the items you
wish to order are listed.
◊ If you want to adjust one of your orderlines, simply
double click it and a window similar to the one shown
below opens

Add to draft in components, stock or catalogues

Module: Inventory
Function: Spareparts/Catalogues/Stock

There are a number of alternative ways to create an order (draft). You can create a draft from
the “Sparepart”, “Catalogues” and “Stock” function. For each of these function the procedure is
the same:

◊ Highlight the item you want to order

◊ Right click on the highlighted items:
Add to draft - New draft (or select one of the existing drafts)
◊ Enter in the quantity of each item
◊ Click “OK” or “Save and close”
◊ Repeat the process until you have
completed ordering all your items.

Add multiple items

It is also possible to add more than

one item at a time.

◊ Highlight the different items

◊ Right click one of the items
Add to draft - New draft

The “Set order quantity” window

opens

◊ Enter the quantity you want

◊ Click “Save to finish, or “Save and open” if you wish to see details about the order
 21

Add more items to an existing draft

As you probably have noticed, you can add new items to an existing draft by right clicking on
the item and choosing an existing order instead of “New draft”.

Change an order (draft)

As long as the order has not been approved, it is possible to make changes like adding new
items, remove items or change the quantity.

Get a PO number to a draft

◊ Open the draft
File - Assign Order No

Order spare parts based on low stock

Module: Inventory
Function: Spareparts
◊ Select the sparepart group (or “All items”) you want from the tree structure
◊ Activate the top pane by clicking on a column header
◊ Click on “Min qty” - Only the items with low quantity shows
◊ Right click on the item you wish to order
Add to draft - New draft (Or select one of the existing drafts)

Module: Inventory
Function: Stock

◊ Click on the arrow to the right of the white text field in the toolbar
◊ Select “List Min. Stock”. This will list all spare parts which are on minimum stock level or
below.
◊ Right click on the item you wish to order
Add to draft - New draft (Or select one of the existing drafts)

Order spare parts to max stock

Module: Inventory
Function: Stock/Spareparts

◊ Right click on the item you wish to order

Add to draft - New draft (Or select one of the existing drafts)

◊ When the window for entering the quantity of the items appear, click on “To Max”
22

Change by opening the draft

Module: Purchasing
Function: Overview

◊ Click on the number below the “ Draft” column in the “Overview” pane
◊ In the “Order pane”, double click on the order you want to edit
◊ Now you can make all the changes you want on the draft (Since it is not approved yet)
◊ Ex: Select the “Orderlines” tab

◊ Click on “ Edit on order”

◊ Click on the orderline you want to edit
◊ Enter the quantity you want
◊ When you press [ENTER], the changes are saved, and the cursor moves down a line.

Change quantity of the order lines

Module: Purchasing
Function: Overview

◊ Click in the “draft” column in the “Overview” pane

◊ Highlight the order you want to edit in the “Order” pane

◊ Click “ Edit on order” on the toolbar in the “order line” pane

◊ Click on the order line you want to edit
◊ Enter the quantity you want

Please note:
By pressing [ENTER] the changes are saved automatically, and the cursor moves to the next line

Tips and tricks about orders

Changes can not be made to an order after it is approved, so make sure that the quantities are
correct before continuing
 23

Approve an order
Module: Purchasing
Function: Overview

Click in the “ Draft” column in the overview pane. Double click on the draft you want to
approve. If you have not done so already, fill out the required fields on the “Order head” and
“Header/footer” tabs

◊ Click the “ Approve” button.

A new window opens asking you what type of order this is.

◊ Direct purchase order: The order is approved on board, and the user sends the order direct-
ly to the supplier. (Fax or mail). A copy of the order is sent to the PO system at the office
◊ Requisition: When approved as a requisition, the order is sent to the office for approval. The
office then approves and sends the order to the supplier.

A new window appears informing you of the order number that will be used for approval. Click
“Yes” if you wish to proceed.

If the order is a “Direct purchase order”, the status changes to “OnOrder”. If it is a “Requisition”,
the status changes to “Approved”
24

Receive order
Module: Purchasing
Function: Overview
When the order is received by the vessel, it has to be marked as received in the system.

◊ Click on the number in the “OnOrder” column in the “Overview” pane.

◊ Double click on the order you want to edit
◊ Click “ Received”

The “Received Order” window opens. In the received column you will see that the quantity of
items you have ordered is already listed. If you have the information available, you can also enter
the price and location of the items in the appropriate columns. Simply click on the place where
you wish to enter the information

If you have not received all the items which were ordered, you will need to adjust the figures in
the received column. Simply click in the place where you wish to enter the new information. The
system will then automatically calculate the remaining outstanding items (rest item). If you have
entered in the price on all the items, the total cost is calculated automatically.

If all the items within an order have not been received, a message window pops up where you
must decide what you want to do with the rest of the order (rest items)

◊ Set order to partly received: If you know

that the rest of the order will be delivered
later, you can select “Set order to partly re-
ceived”. Status on order will be changed to:
“Partially received”
◊ Set order to received and move rest to new
draft: If you know that the rest of the order
will not be delivered later, you can split the
order up and move the rest items to a new
draft (order). The new draft will retain the same order ID, but will have the suffix “(rest)”.
This new draft will be created as a normal draft so it will have to be approved in the normal
way. The original order will change status to received.
◊ Set order to received and cancel rest: If you are satisfied with all that you have received and
the remaining items (rest items) are not important, you can discard the rest items with this
option. The status of the order will change to received.
If you have received all items and there are no rest items, a message will pop up confirming that
the order has changed status to “Received”.
 25

Build a vessel database

Add a new vessel (unit)

Module: Fleet
Function: Vessels
First we must add a new unit. This
must be done at the Office, in the
fleet module

File - New - New Unit

Fill in all the known information, as a

minimum you must enter a name and
a unit code (in the Settings tab)

Click “Save and close” after you are

finished

Create components
Module: Inventory
Function: Components

The next step is to create components to the vessel.

We are going to create a system the same as the picture bellow:

We will start by creating the system

26

Add a top level component system

Press the [Esc] key to be able to create a top level component

From the file menu:

File - New - New Component

Since the top level is only infor-

mation about the subsystem, nor-
mally only the name and the code
needs to be filled in (from the SFI
system)

◊ Fill in the name and the

code
◊ Click “Save and close” when
you are finished

If the code field is shown in red, it means that you have a sub component, and not a top level
system

Add a component to the system

◊ Click on the top level component (in this case 408 Dynamic Position System)
File - New - New component or click “New” on the tool bar

◊ Notice that the component has a parent component (lower pane)

◊ Fill in the known information like name, code, maker, serial number etc
◊ Click “Save and close” when you are finished with the “general” tab
 27

Copy the component

We are going to create a component that is similar to the component we just created. The only
thing we have to change is the code and serial number.

In the component structure:

◊ Right click on the component 408.01 Kongsberg Simrad SDP OS1

Copy component

◊ Right click on the system 408 Dynamic Position System

Paste component

◊ Double click on the new component

◊ Change the code to 408.02
◊ Change the serial number to 26048439KA526
◊ Click “Save and Close” when finished
Continue adding components and sub components to the structure.

We shall come back to the components later to add spare parts and standard jobs. First we have
to define the spare parts and their locations in stock

Pin a window
It is possible to pin a window, for example the component details window. This is very useful when
you are making changes on many components at a time. You find the pin in the horizontal toolbar
in the details window.
The window is not pinned The window is pinned

Create a new stock location

Module: Inventory
Function: Stock
We are going to create a stock location on the bridge, with two cabinets (701 and 702) where we
are going to place the spare parts we will define later..
In the left pane

Tree - Add top-level group

◊ New top-level group name: Bridge

◊ Click OK
◊ Click on “Bridge”
Tree - Add sub group

◊ New sub group name for bridge: Cabinet 701

◊ Click OK
◊ Click on “Bridge”
Tree - Add sub group

◊ New sub group name for bridge: Cabinet 702

◊ Click OK
28

Create a new spare part

Module: Inventory
Function: Spareparts
Next we are going to create a new spare part to the 408.01 Kongsberg Simrad SDP OS1

File - New - New Sparepart

Type in as many details about the
sparepart as possible, e.g.

◊ Name
◊ Maker
◊ default location (Cabinet 701)
◊ Supplier
◊ Price
◊ Est. delivery days
◊ Min and max stock
Click “Save and close” when fin-
ished

Connect the sparepart to the component

◊ Double click on “408.01 Kongsberg Simrad SDP OS1
◊ Click on the “Spareparts” tab
◊ Click on Add an existing sparepart”
◊ Select the sparepart
◊ Click OK
◊ Click “Save and close” when finished

Copy spareparts to another component

◊ Right click on the component you want to copy from

Copy spareparts

◊ Right click on the component you want to copy to

Paste spareparts
 29

Create codes needed for standard jobs

Module: System
Function: Codes
When we are going to define the standard jobs, we must have appropriate codes for the stand-
ard jobs. That is

◊ Job orgin: Makers recommendation

◊ Job type: Function test
◊ Job priority: General maintenance
◊ Department: Bridge
You will find details about creating codes earlier in the “How to” chapter.

◊ Select the code list “Job Origin”

◊ Click “New” from the horizontal toolbar
◊ Name: Makers recommendation
◊ Code: 3
◊ Shown in list
◊ Click “Save and close” when finish
◊ Repeat with the other code types until you have defined the all

Create a new standard jobs

Module: Fleet
Function: Standard jobs
File - New standard job

◊ Name: Restart/Reset
◊ Origin: Makers recommendation
◊ Job type: Function test
◊ Job priority: General maintenance
◊ Description: Restart/reset of OS controller and software
◊ Click “Save and close” when finished

Add a standard job to the component

Module: Inventory
Function: Component
◊ Open component 408.01 Kongsberg Simrad SDP OS1

◊ In the “Jobs” tab, click on “ add job”

◊ Select the standard job: “Restart/Reset” which you have just defined
◊ IntervalType: Calendard based
◊ Interval: 1 months
◊ Save and close
◊ Department “Bridge”
◊ Click “Save and close” when finished
◊ Continue adding all the standard jobs to the component
30

Copy the standard jobs to another component

◊ Open the component 408.01 Kongsberg Simrad SDP OS1
◊ In the “Jobs” tab, mark all the jobs you want to copy to another component
◊ Right click on the jobs
Copy jobs

◊ In the component structure, right click on the component you want to copy the jobs to
Paste jobs

Add a certificate to the component

Add a certificate group
Module: Fleet
Function: Certificate overview

In the tree structure, click , and give a name to the top level group

“Ship General Certificates & Survey”

Add a certificate type

In the top grid, click on “ New”

Add a certificate type to a component

Module: Inventory
Function: Component
Open the component, and click on the “Certificates” tab. Click on click on “ New certifi-
cate”

◊ Select certificate type: IOPP certificate

◊ Owner: Unit (choose by clicking ...)
◊ Issued place: Oslo

 31

Administrate TM v2

Codes
Module: System
Function: Codes
TM Master v2 uses different lists of codes. The codes is defined in this function. In Appendix
A in the user manual you can find more information about what the codes are used for.

Add a new code

◊ Click the arrow to the right of the “Select code” field
◊ Select the group of codes that you want
The codes contained in the group will be listed in the pane
below

◊ Click “New”
◊ Fill out the information. If you tick the “Shown in

lists” box, the code will be available in relevant windows

◊ Click “Save and Close” when you are finished.

Manage users

Create a user group

Module: System
Function: User groups

◊ Click on “ New” on the horizontal tool bar.

◊ In the “General” tab, enter a name and description for
the user group
◊ For each module in the middle pane, perform the fol-
lowing steps (description of the user rights can be
found in the appendix)
◊ Click on the module
◊ Tick the rights to that module (It is possible to select
every items by clicking on the “Check all” button,
or unselect all items by the “Uncheck all”button.

◊ Click on “ Save”
◊ Click on the next module and repeat the steps

◊ When you are finished with all the modules, click “

Save and close”
32

Create a user
Module: System
Function: Users

◊ Click on “ New” on the horizontal tool bar.

◊ Type in user login, name and other personal information
◊ Select the default unit
◊ Tick the user group that the user
belongs to
◊ When finished with all selection-
ss, click “ Save and close”
◊ The first password is automati-
cally the same as user login, in
this case the password will be
JohnS

Special user rights

Module: System
Function: Users

Admin user
The user that is ticked to be an “Admin user” has extended access in TM Master v2, such as
access to “System” and “Tools”

Implementor
The implementor user has a lot of tools available to build the database

◊ Can move jobs with job history from one component to another.
◊ Can set start date for all component jobs.
◊ Can set start date for all alarm jobs.
◊ Can easily set which jobs are class jobs for class components.
◊ Does not create change log history.
◊ Can edit component info directly in the component plain list.
◊ Can edit standard jobs description from the component job window.
◊ Can change next due for component jobs without postponing them.

Changes such as changing of codes etc will not be logged by TM Master v2 if the user is an
“Implementor”. It should only be used when building the database. Therefore, be careful
about using this access after the database is in use at vessel.

Reset the password to the user

Module: System
Function: Users

◊ Open detail window to the user

◊ File menu: File - Reset Password
◊ The password is reset to be the same as the user name.
 33

Disable a user
Module: System
Function: Users

◊ Open detail window to the user

◊ Tick “Disabled User”

Backup routines

Manual backup
◊ Ship - Database backup (or Fleet - Database backup at the office)
◊ Click “New” on the horizontal toolbar
◊ Enter a file name and destination for the backup fil (Usually the default file name and desti-
nation is OK)
◊ Wait a couple of second/minutes
◊ Click OK to the message that “Backup completed”

Add backup as a weekly routine (schedule job)

Open “109.105.01 Instruction Material, Maintenance” or similar component

Select the “Jobs” tab

Click on to add a new schedule job

◊ Select the job description that fits (Example: Name: Backup, Description: System backup)
◊ Date interval: 1 Weeks
◊ Next due: Click on the “...” button and select Before due: 1 day
◊ Local job description:
◊ - Weeky backup
◊ - Log on to TM Master v2
◊ - Select module “Ship - Database backup”
◊ - Click “New in the horizontal toolbar”
◊ - Use default file name and destination when saving the backup
◊ - What a couple of minutes until message about “Backup completed”

Sign out a backup job

◊ Backup job shows up in the due list and is signed out the same way as normal standard
jobs
34
 35

“Nice to know” functions

Customize toolbar and shortcuts

Right click anywhere on the toolbar

Customize...

Create a new tool bar

◊ Click “New...”
◊ Enter a name for the toolbar e.g. “MyToolbar”
◊ Click “OK”

Customize the tool bar

◊ Select the “Commands” tab on the “Customize” window. The
commands that are available are listed in the pane to the
right.
◊ Drag the commands from the list and drop them on the tool-
bar.
◊ When you are finished click “Close” in the “Customize” win-
dow.

If you wish to remove a function from the toolbar, simply drag it of the tool-
bare and release the mouse button

Customize colours of in the grid

Module: “My place”
Function: Preference

◊ Select the colours you wants to use on the grid from the list

If you wish to go back to the original colours of the grid, simply click on
“Reset alternating colours”
36

Copy data from the grid to another program

◊ Highlight all the data you want to copy,
◊ Right click in the selection
Copy Content to Clipboard

◊ Open the program you want to copy to

(in this example, Excel)
◊ Right click on the work sheet
Paste

Shortcuts
[CTRL]+[O] means that you press the “CTRL” key and the “O” key simultaneously.

Here is a list of some of the most used shortcuts:

[F5] Refresh
[CTRL]+[A] Select all
[CTRL]+[F] Search
[CTRL]+[D] Delete
[CTRL]+[N] New
[ALT]+[H] Help
[CTRL]+[O] Open
[CTRL]+[P] Print....
[CTRL]+[C] Copy selection
[CTRL]+[V] Paste
[CTRL]+[X] Cut

Create your own shortcuts

◊ Right click on the toolbar
“Customize...”

◊ Select tab “Options”

◊ Click “Keyboard...”.
◊ Mark the command that you want to make a shortcut for
◊ Click the arrow in the “Select a new shortcut” field
◊ Mark the shortcut you want to use in the list
◊ Click “Assign” to enable the shortcut.
◊ Click “Close”
To return all the shortcuts to the original settings, click “Reset all”

[CTRL]+[C], [CTRL]+[V] and [CTRL]+[X] are standard windows shortcuts, for copy, paste
and cut.

We recommend that you do not assign these to functions in TM Master v2

 37

Reporting for DNV.

Here is a guidance on how to retrieve information/ set up filtering parameters, in order to
show compliance with DNV requirements:

What a DNV surveyor would typically want to see during periodical surveys are as follows:

◊ A list of the onboard system’s machinery items/components with the DNV

code attached/ or otherwise identified as Class related (only Class related
items).
◊ Click [inventory] -> [Components]
◊ Click [Reports]
◊ Select “Class Components”
◊ A list of the onboard system’s class related jobs ( typically the” main over-
haul” , filtering out the “smaller” maintenance jobs )
◊ Click [Maintenance] -> [Due]
◊ Click [Reports]
◊ Select “Class Related Jobs”
◊ A list of the class related jobs carried out within a specific period of time (typi-
cally for DNV accreditation of machinery items/components during e.g. last
year)
◊ Click [Maintenance] -> [History]
◊ Click [Reports]
◊ Select “Class Related Job history”
◊ A list of overdue jobs (how is it identified in the system)
◊ Click [Maintenance] -> [Due]
◊ Make sure “Due date” is set for today
◊ Click [Refresh]
◊ Click [Report]
◊ Select “Check list” (Job04)
◊ A list of postponed/ deferred jobs
◊ Click [Maintenance] -> [DUE]
◊ Tick “Postponed”
◊ Click [Refresh]
◊ Click [Reports]
◊ Select “Check list” (Job04)
◊ How the jobs related to the Class Notation E0 or ECO are identified and imple-
mented in the system.
◊ Click [Inventory] -> [Alarms]
- Shows current Alarm System Onboard. Each Alarm has one or more jobs

◊ Click [Maintenance] -> [Alarm Due]

- Shows current due jobs for E0

◊ Click [Maintenance] -> [Alarm history]

- Shows history for performed alarm jobs

◊ How corrective actions are identified.

◊ Click [Maintenance] -> [History]
◊ Click “Filter” (Icon: Funnel)
◊ Click beneath “Job type” column enter “ONE” for corrective actions and “SRV” for
service reports
 Tero Marine AS
Kanalveien 105 A
5068 Bergen
Norway

© 2008 TM Master v2 are registered trademarks of Tero Marine AS

All rights reserved
www.teromarine.no