MEMORANDUM

TO:     Ron Genest, Gina Pallozzi, Caroline Rollins,
	Pat Kelly, Dan Remeika, Sandi Stewart
FROM:   Keith Corbett
DATE:   7/20/87
SUBJ:   SERVICEMAN Implementation Team Meeting
COPY:   David Lee, Bill O'Brien, Clovis Regis

This memo is to invite you to the first SERVICEMAN implementation
project team meeting.  I would like to get together in the conference
room on Thursday, 7/23, at 1:30 PM.  This will give us a chance to go
over project plans and responsibilities before the regular ASK meeting
on Friday.

Thank you for "volunteering" to participate in this arduous (but
eventually rewarding) process!

Attachment A is my first attempt at a listing of the interfaces involved
with SERVICEMAN, and the people with both implementation and ongoing
(daily) responsibility for their own areas.  THIS IS JUST A FIRST PASS,
and will be the primary topic of discussion at our first meeting.

Ron and I will have overall responsibility for definition, e.g. of
system flags, record and item definitions, and procedures. Other people
are listed in parentheses where they are responsible for definition and
maintenance, not necessarily ongoing data entry.

Attachment B is a first attempt at a listing of an implementation plan.
This is far from complete; I have a lot more reading to do.
After the meeting we can divide up the documentation for photo-copying
individual pieces.  Each person involved in definition


		SERVICEMAN FUNCTION RESPONSIBILITY CHART

FUNCTION/DATA		DEPARTMENT(S)	(DEFINITION), RESPONSIBILITY
---------------		-------------	----------------------------
*Service Units
 Products, serial #s	Sales/Service	(Keith, Ron, Gina), 
					Gina, Caroline
 Subassemblies		Sales/Service	Gina, Caroline
 Fault Codes		Service		(Keith, Ron), Caroline
 QC tracking		Service/Mfg	(Keith, Ron, Clovis),
					Caroline, [Q/C???]
---------------		-------------	----------------------------
*Dispatch entry		Service		Caroline, home reps
---------------		-------------	----------------------------
*Logistics
 Parts			Service/Mfg.	(Sandi), Gina, Caroline
 Locations, stocking	Service/Mfg.	(Ron, Clovis, Sandi)
 Requisitions		Service/Mfg.	Caroline, Dan
---------------		-------------	----------------------------
*Customers
 Contracts/types	Sales		Gina
 Sites/types		Sales/Service	Gina, Caroline
---------------		-------------	----------------------------
*Engineering/Support	Service
 Engineers				Ron, Keith
 Region codes				Ron, Keith
 Skill codes				Ron, Keith, Caroline
 Labor activity codes			(Ron, Keith), Caroline
 Labor rate codes			(Ron, Keith), Caroline, Gina
---------------		-------------	----------------------------
*Accounting		Sales/Acctg.
 General ledger				Gina, Pat
 Invoicing				Gina, Pat
 Inventory				Pat
 Payroll				??? (optional interface)
 Expenses				??? (optional interface)
---------------		-------------	----------------------------

		     SERVICEMAN IMPLEMENTATION PLAN

1.0 HARDWARE SITE PREPARATION / INSTALLATION

Coordinator: Keith Corbett

1.1 VAX purchase/upgrade prices (Keith, L.Gill)
1.2 Fund/commit purchase/upgrade (Bill O.)
1.3 Build lab room (Clovis)
1.4 Install H/W

2.0 SYSTEM INSTALLATION (Keith)

2.1 Install H/W in lab (vendor)
2.2 Install system S/W

3.0 SOFTWARE INSTALLATION (ASK, Keith)

3.1 VMS (Keith)
3.2 DEC options (Keith)
3.3 ASK (ASK)
3.4 Verify test databases

4.0 LOADING INITIAL DATABASE

4.1 Prepare coding forms (Gina, Caroline, Keith)
4.2 Dump reports, configurations, etc. (Gina, Caroline)
4.3 Define master items
4.3.1 Product codes
4.3.2 Unit serial id's
4.3.3 QC, fault codes
4.3.4 Subassemblies and parts
4.3.5 Regions, locations, lots
4.3.6 Sparing levels (Ron)
4.3.7 Engineer profiles
4.3.8 GL accounts
4.3.9 Intransit accounts
4.4 Key master records
4.5 Fill in coding forms / review coded data
4.6 Key site data
4.6.1 Sites
4.6.2 Contracts
4.6.3 Units
4.6.4 Engineers
4.6.5 Inventory
4.7 Key open service calls / IR's
4.8 Key open requisitions (RMAs)

5.0 Service Call Handling

5.1 Dispatch procedures
5.2 Rep training; new forms?
5.3 Daily process scheduling (e.g. batch schedule)


*Service Units
 Products, serial #s	Sales/Service	(Keith, Ron, Gina), 
					Gina, Caroline
 Subassemblies		Sales/Service	Gina, Caroline
 Fault Codes		Service		(Keith, Ron), Caroline
 QC tracking		Service/Mfg	(Keith, Ron, Clovis),
					Caroline, [Q/C???]
---------------		-------------	----------------------------
*Dispatch entry		Service		Caroline, home reps
---------------		-------------	----------------------------
*Logistics
 Parts			Service/Mfg.	(Sandi), Gina, Caroline
 Locations, stocking	Service/Mfg.	(Ron, Clovis, Sandi)
 Requisitions		Service/Mfg.	Caroline, Dan
---------------		-------------	----------------------------
*Customers
 Contracts/types	Sales		Gina
 Sites/types		Sales/Service	Gina, Caroline
---------------		-------------	----------------------------
*Engineering/Support	Service
 Engineers				Ron, Keith
 Region codes				Ron, Keith
 Skill codes				Ron, Keith, Caroline
 Labor activity codes			(Ron, Keith), Caroline
 Labor rate codes			(Ron, Keith), Caroline, Gina
---------------		-------------	----------------------------
*Accounting		Sales/Acctg.
 General ledger				Gina, Pat
 Invoicing				Gina, Pat
 Inventory				Pat
 Payroll				??? (optional interface)
 Expenses				??? (optional interface)
---------------		-------------	----------------------------