Back to Service Manager Tools

    Basic Tools

    Run your service desk by the numbers, dispatch, SLAs, parts, contract margin, tech performance, multi-site rollups, and compliance, with the levels-of-analysis guide and 16-point audit checklist backing every decision.

    Levels of System Analysis

    Choose the right depth of analysis for your customer's needs

    Walk-through Evaluation

    ½–2 days

    An overview of a plant compressed air system by identifying the types, needs, and appropriateness of end uses, pressures, and air quality requirements.

    Distribution system analyzed for size, pressure drops, storage, leaks, and drains
    Supply side analyzed for compressor types and capacity control settings
    Simple block diagram of the system drawn
    Maintenance procedures and training analyzed
    Written report of findings and proposed solutions submitted
    Solution and product neutrality maintained with recommendations

    System Assessment

    2–5 days

    More detailed than a walk-through evaluation, with readings taken at appropriate locations to identify the dynamics of the system.

    All walk-through evaluation items included
    Readings taken at key locations to identify system dynamics
    Pressure profile and demand profile constructed
    Potential problems identified with resolution strategies
    Maintenance procedures and training reviewed
    Written report of findings and recommendations submitted

    System Audit

    3–10 days

    Similar to a system assessment but in more depth and detail, with comprehensive data logging throughout the system.

    Data logging conducted throughout the system
    In-depth analysis of system dynamics and problems
    Baseline established for measuring proposed changes
    Supply and demand side aligned for optimum efficiency
    Energy savings and reliability optimization
    Comprehensive written report of all findings submitted
    Reference: Compressed Air Challenge® Best Practices Guidelines

    Compressed Air System Audit Checklist

    Comprehensive system analysis conducted by an experienced auditor

    1

    Establish a baseline against which the results of any proposed changes are measured.

    2

    Draw a block diagram and review the compressor room to determine present compressor operations, control strategy, and storage capacity.

    3

    Record compressor and dryer pressures and temperatures.

    4

    Validate end-use pressure and quality requirements.

    5

    Conduct data logging of power and pressure (and flow, if applicable) throughout the system. Provide graphs showing data collected over time.

    6

    Construct a demand profile to identify significant end-uses and their impact.

    7

    Construct a pressure profile to identify what determines system operating pressure and possible changes.

    8

    Review primary and secondary air receiver capacities.

    9

    Establish a controls strategy through real-time analysis.

    10

    Identify customer approach to air leak detection and repair; make recommendations for improvement.

    11

    Review differences in shift operations and impact on air use.

    12

    Identify compressed air end-uses which may be better served by other means; recommend suitable alternatives.

    13

    Compare air quality provided for each end-use with what is really needed; make appropriate recommendations.

    14

    Review maintenance procedures and training.

    15

    Review initial verbal proposals with all who attended a pre-audit meeting to obtain buy-in from all departments.

    16

    Provide a comprehensive written report of all findings, recommendations, and results.

    This checklist establishes baseline kW and CO₂ metrics for measuring improvement results.

    Leadership Reference Guide

    Guidance for becoming a better leader

    Key Things to Remember

    1 of 12
    The six most important words:"I admit I made a mistake."
    The five most important words:"You did a good job."
    The four most important words:"What is your opinion?"
    The three most important words:"If you please."
    The two most important words:"Thank you."
    The one most important word:"We."
    The least important word:"I."

    But at the end of the day, you - the leader - are responsible for your team. You are responsible for management above you. Lead up the chain and down the chain. Take ownership, rely on your skills, knowledge, and experience as your seasoning. Guide your team members and be one hell of a service manager.

    Tap arrows or dots to navigate