Computerized Work Management Systems for Utility and Plant Operations
This book shows how new computerized technologies can be used to create more cost-effective work management--and improved asset management.
TABLE OF CONTENTS Computerized Work Management Systems for Utility and Plant Operations
Appendix 8.6 ...
Appendix 8.6 Template For Functional Requirements Document (For RFP)
Focus Areas
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Provide clear and concise information on the detailed functionality by module.
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Indicate if functionality is mandatory. (If the vendor does not provide it they will be excluded from the selection process.)
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Indicate the possible score and importance of the functionality.
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Provide a comments section in order for the vendor to provide additional details, if necessary.
| Note | It is important that a numbering system for each module, major functionality and detailed functionality be developed and carried through to the remaining stages of the selection process. (This is critical for consistency and validation of the performance of the software.) |
The following is a sample functional requirements document for one category and is provided as a guide.
| Item No. | Description of Functionality | Possible Score | Weight | Maximum Score Possible | Comments |
|---|---|---|---|---|---|
| 1. | Asset records | ||||
| 2. | Performance centers | ||||
| 3. | Work order management | ||||
| 4. | Capital projects | ||||
| 5. | Materials management | ||||
| 5.1 | Inventory | ||||
| 5.2 | Purchasing | ||||
| 6. | Workflow | ||||
| 7. | Asset management | ||||
| 8. | Performance management | ||||
| 9. | Financials | ||||
| 9.1 | Budgeting and general ledger | ||||
| 9.2 | Invoicing | ||||
| 9.3 | Accounts receivables | ||||
| 10. | Document management | ||||
| 11. | Permitting (safety) | ||||
| 12. | Report writer |
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