Introduction To MEX/FleetMEX

Introduction to MEX/FleetMEX – Two Day Training Course

MEX has recently undergone extensive functionality changes in MEX/FleetMEX v15. These changes have significantly enhanced the product as well as providing MEX users more options and potential to increase / improve their maintenance management capabilities. The Introduction to MEX – Two Day Training Course has been developed to give you the initial knowledge in understanding how to set up and use MEX effectively in your organisation.

Topics covered include:

Day 1 - Getting Started

Conventions in MEX

  • The usability of MEX
  • Designed to be easy to Use

The Asset Register

  • Getting to know the Asset tree structure
  • Adding Assets to the Asset Register
  • Duplicating, moving and renaming Assets
  • Numbering Assets

Preventative Maintenance

  • Create time based maintenance policies within a hierarchy
  • Grouping and managing Assets with maintenance policies
  • Using the Preventative Maintenance scheduler
  • Generating Work Orders using the activator
  • How to create and use Standard Jobs
  • Setting up and using Inspections

Work Orders / Work Order History

  • Create a Work Order using the standard format
  • Adding Trades/Spares/Tasks and Costs to Work Orders
  • Add parts to the Application Parts List
  • Closing Work Orders and adding History
  • Adding Post Entry Work Orders
  • Using the Work Order Scheduler
  • Create a Work Order using the Contractor format

Equipment Readings

  • Adding Readings for Equipment
  • Process a Broken Meter


  • Raising a Request for Work
  • Request Notification
  • Responding to Requests
  • Creating Work Orders from Requests

Day 2 - Working for you


  • Setting up Security Groups and Levels
  • Adding users and assigning Security Groups to them
  • Theory of the Approval System in MEX
  • Setting up Users to use MEX Ops

The Store System

  • Adding Spare Parts to the Stores Catalogue
  • Classifying stock by Group and Class
  • Managing Stock Suppliers
  • Issuing Stock from the Store
  • Creating and Managing Purchase Orders
  • Receiving Goods
  • Using Invoice Matching
  • Replenishing and Revaluing Stock
  • View a Stocktake
  • Creating Requisitions & Reservations
  • Barcoding Options


  • Adding employee details
  • Timecard Reports
  • Creating a Timecard
  • Processing a Timecard and viewing the results


  • Preview a Report
  • Sending Reports by E-mail

Other Features in MEX

  • Using MEX Ops to manage Requests and Requisitions
  • Managing Drawings in the Drawing Module
  • Turning on and Using the To Do List
  • Tracking Asset Downtime in the Downtime Module
  • Keeping Track of Keys in the Key Register
  • Changing Names in MEX
  • Setting up Account Codes
  • Using MEX Today as a control centre

The only pre-requisite for this course is a basic understanding of computer use.

NB: Please be aware that running this course privately will necessitate certain equipment and/or technical requirements. If you feel that you may not be able to meet these requirements, please contact us to find out what options are available to you.

The duration of this Two Day training course is 16 hours.

This course can either be run privately or you can attend publicly when it is presented in your region.

The MEX/FleetMEX – Two Day Training Course can be tailored to suit your individual businesses requirements. Please discuss your individual needs prior to booking.

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