wednesday may 15, 2019 - 3log · lims advanced features and tips ii • scheduling tasks in lims,...

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10:45 - 12:00 El Mirador La Vista D 5:30 - 9:00 09:15 - 9:30 1:15 - 2:15 9:30 - 10:00 3:30 - 4:30 La Vista A 10:30 - 10:45 Coffee Break (Foyer) Wednesday May 15, 2019 10:00 - 10:30 2:20 - 3:15 08:00 - 09:15 Registration and Buffet Breakfast 12:00 - 1:15 Lunch (Foyer and El Mirador) 3:15 - 3:30 Coffee Break (Foyer) Dinner - the Grand Promenade Website: www.thegrandpromenade.com Address: 113 Alamo Plaza, San Antonio Tuesday May 14 3:30PM—5:30PM: ESRI and 3LOG roundtable 6:00PM—9:00PM: Pre-Conference Ice-Breaker Reception Lab Session — One on One LIMS: Today and Beyond LIMSMobile and LIMSWeb to handle day to day tasks and provide easy access to users LoaderWiz: Manage loads from Woods to Mill EasyWiz: Configurable app to capture data: Harvest Inspections, Cruise and Quality data / inspections Opening Remarks Overview of 3LOG Applications and Whats New Introduction to Sessions to Help You Plan Your Time Lab Sessions and User Sessions Schedule of events and what to expect Ali Tofighi LIMS - Loads Delivery and Validation Describe Load Data structure and its validations rules Load receiving / import options and rules Receive delivery and yard transfer Loads: Using WeighWiz / flat files or Excel Handling Samples (log / bulk) Validating loads and correcting errors LIMS - Introduction Base configuration (user security, set up region and business rules) Source configuration (Setup Products, Species, Grade, etc.) Contract management: Log & Bulk contracts Bulk and chip rules, CQI schedules and bonuses Log conversions and expansion Standard rates and additional financial transactions LIMS - Settlements Corporate Financials setup, Chart of Accounts setup and validation Settlement generation Load Corrections/Adjustments - Rollbacks & Retro Automating Vendor Statements via emailing, faxing or printing Integration / Interfacing with Corporate financials Industry Happenings FRA Highlight Forest Products Industry Overview LoaderWiz - Track Loads from Woods to Mill Allows internal or third party Loaders / Loggers to create tickets while loading the truck in the woods. Setup logger / loader, trip tickets, sources, contracts Configure data entry screens, users and device security Industry Perspective Lessons learned from current client implementations (Port Blakely) All About Reports Explore the rich reporting utilities built-in Basic report design and security How to save / share report parameters How to run report from other screens How to run reports from web, mobile How to allow access to suppliers reports Schedule it to email, fax or print Peter Majnusz Market Update Market Happenings 2019 (US and Canada) Market Dynamics across the globe 3LOG and F2M Technology Driving the Future Hassan Farzadeh Jeff Widmer Raj Lachmann LIMS - Dun Bout à lAutre Configuration de base (sécurité de lutilisateur, region, règles de lentreprise) Configuration de la Source (Produits, Essences, Qualités, etc.) Gestion des Contrats: contrat de billots et de copeaux Règles de copeaux, horaire de CQI et bonus Conversion de billot et expansion Taux Standard et transactions financière supplémentaire Tout sur les Rapports Explorer les fonctions intégrées des rapports Sécurité et conception de base Comment sauver / partager les paramètres des rapports Comment générer un rapport sur dautres écrans Comment générer un rapport de linternet ou dun téléphone Comment permettre laccès aux fournisseurs Configurer lhoraire pour envoyer à un email, fax, ou imprimante Lab Session — One on One Safiur Rahman LIMS - Processing Advance / Holdbacks Process flow Create advance rule, pay advance, recover Create holdback rule, hold back, release Using schedules Handling taxes Balance tracking and adjustments Reporting Raj Lachmann Introduction to Esri and Geospatial integration Esri and 3LOG Partnership Overview New platform integration at the programmatic level Leveraging the geospatial component of Log Inventory and Supply Chain Management Tim OHara Scot McQueen Pete Coutu Eric Fortier Eric Fortier Jack Chou

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Page 1: Wednesday May 15, 2019 - 3LOG · LIMS Advanced Features and Tips II • Scheduling tasks in LIMS, • Reports, Import & Export Scheduling • Maintenance of schedules and ownership

10:45 - 12:00

El Mirador

La Vista D

5:30 - 9:00

09:15 - 9:30

1:15 - 2:15

9:30 - 10:00

3:30 - 4:30

La Vista A 10:30 - 10:45 Coffee Break (Foyer)

Wednesday May 15, 2019

10:00 - 10:30

2:20 - 3:15

08:00 - 09:15 Registration and Buffet Breakfast

12:00 - 1:15 Lunch (Foyer and El Mirador)

3:15 - 3:30 Coffee Break (Foyer)

Dinner - the Grand Promenade Website: www.thegrandpromenade.com Address: 113 Alamo Plaza, San Antonio

Tuesday May 14

3:30PM—5:30PM: ESRI and 3LOG roundtable 6:00PM—9:00PM: Pre-Conference Ice-Breaker Reception

Lab Session — One on One

LIMS: Today and Beyond • LIMSMobile and LIMSWeb to handle day to day tasks and provide

easy access to users • LoaderWiz: Manage loads from Woods to Mill • EasyWiz: Configurable app to capture data: Harvest Inspections,

Cruise and Quality data / inspections

Opening Remarks • Overview of 3LOG Applications and What’s New • Introduction to Sessions to Help You Plan Your Time

• Lab Sessions and User Sessions • Schedule of events and what to expect

Ali Tofighi

LIMS - Loads Delivery and Validation • Describe Load Data structure and its validations rules • Load receiving / import options and rules • Receive delivery and yard transfer Loads:

• Using WeighWiz / flat files or Excel • Handling Samples (log / bulk) • Validating loads and correcting errors

LIMS - Introduction • Base configuration (user security, set up region and business rules) • Source configuration (Setup Products, Species, Grade, etc.) • Contract management: Log & Bulk contracts • Bulk and chip rules, CQI schedules and bonuses • Log conversions and expansion • Standard rates and additional financial transactions

LIMS - Settlements • Corporate Financials setup, Chart of Accounts setup and

validation • Settlement generation • Load Corrections/Adjustments - Rollbacks & Retro • Automating Vendor Statements via emailing, faxing or printing • Integration / Interfacing with Corporate financials

Industry Happenings • FRA Highlight • Forest Products Industry

Overview

LoaderWiz - Track Loads from Woods to Mill Allows internal or third party Loaders / Loggers to create tickets while loading the truck in the woods. • Setup logger / loader, trip tickets, sources, contracts • Configure data entry screens, users and device security

Industry Perspective • Lessons learned from current client implementations (Port Blakely)

All About Reports Explore the rich reporting utilities built-in • Basic report design and security • How to save / share report parameters • How to run report from other screens • How to run reports from web, mobile • How to allow access to suppliers reports • Schedule it to email, fax or print

Peter Majnusz

Market Update • Market Happenings 2019 (US and Canada) • Market Dynamics across the globe • 3LOG and F2M Technology Driving the

Future

Hassan Farzadeh

Jeff Widmer

Raj Lachmann

LIMS - D’un Bout à l’Autre • Configuration de base (sécurité de l’utilisateur, region, règles de

l’entreprise) • Configuration de la Source (Produits, Essences, Qualités, etc.) • Gestion des Contrats: contrat de billots et de copeaux • Règles de copeaux, horaire de CQI et bonus • Conversion de billot et expansion • Taux Standard et transactions financière supplémentaire

Tout sur les Rapports Explorer les fonctions intégrées des rapports • Sécurité et conception de base • Comment sauver / partager les paramètres des rapports • Comment générer un rapport sur d’autres écrans • Comment générer un rapport de l’internet ou d’un téléphone • Comment permettre l’accès aux fournisseurs • Configurer l’horaire pour envoyer à un email, fax, ou imprimante

Lab Session — One on One

Safiur Rahman

LIMS - Processing Advance / Holdbacks • Process flow

• Create advance rule, pay advance, recover • Create holdback rule, hold back, release

• Using schedules • Handling taxes • Balance tracking and adjustments • Reporting

Raj Lachmann

Introduction to Esri and Geospatial integration • Esri and 3LOG Partnership Overview • New platform integration at the programmatic level • Leveraging the geospatial component of Log

Inventory and Supply Chain Management

Tim O’Hara

Scot McQueen

Pete Coutu

Eric Fortier

Eric Fortier

Jack Chou

Page 2: Wednesday May 15, 2019 - 3LOG · LIMS Advanced Features and Tips II • Scheduling tasks in LIMS, • Reports, Import & Export Scheduling • Maintenance of schedules and ownership

10:45 - 12:00

El Mirador

5:30 - 9:00

09:00 - 9:42

1:15 - 2:15

3:30 - 4:30

La Vista D La Vista A

10:30 - 10:45 Coffee Break (Foyer)

Thursday May 16, 2019

9:45 - 10:30

2:20 - 3:15

08:00 - 09:00 Registration and Buffet Breakfast

12:00 - 1:15 Lunch (Foyer and El Mirador)

3:15 - 3:30 Coffee Break (Foyer)

Dinner - Casa Rio Mexican Restaurant Website: http://www.casa-rio.com Address: 430 E. Commerce St., San Antonio

Go Rio Boat Cruises Tour is every 30 minutes Website: www.goriocruises.com 6:00PM to 10:00PM pickup from Casa Rio

Raj Lachmann

Kenneth Ng

Ali Tofighi

WeighWiz Advanced Features • Use WeighWiz media manager / webcam to capture inside / outside

images including hand written load slips • Setup Receiving Rules to enforce ad-hoc validation of data • Administration/configuration from LIMS

Safiur Rahman

LIMS Approvals and Document Management • Approval concept and process overview • Approvers, substitution and routes setup • Approval limits and authority levels • Using Mobile devices to approve / enquire remotely • Documents, preparing MS Word template • Generating template based docs merge out of LIMS • How to set up an approval process

LIMS Advanced Features and Tips I • Managing Dictionary, enforcing business rules through Dictionary

• Customizing captions, defaulting values, • Restricting entry with masks

• User filters, filtering related data, sharing filters • User options, themes, mail clients, grid and language settings • Search setup and management • Managing Notes and Media

Ali Tofighi

WeighWiz Introduction Use configurable features of WeighWiz to • Customize questions and choices • Allow trucker to finish loads directly from their mobile device

Safiur Rahman

Data Exchange I My first data export – step by step • Building query and designing layout • Scheduling export and maintaining code (XML import/export) Develop queries to publish data to external systems by REST calls to GetData url Receive data by REST calls to PostData url

Data Exchange II Import process by example – mirror image of export • Translations and built in functions • Import detector and advanced scripting • Using Excel as an option to Import / Export data

Managing Residuals / byproducts Purchase of Bulk Products • Receiving process and data expansion (moisture, quality, reject) • Payments and bonus/penalty schedules • Quality reporting, supplier quality management Residuals sales and transfer • Shipping options (BOL creation, loads via WeighWiz) • Manage Freights and customer data / weights, Reconciliations

LIMSPortal Configuration and Administration • LIMSService vs LIMSWeb • Architecture, Configuration , Deployment • Portal for LIMSMobile, LoaderWiz, EasyWiz • Scheduling, automations • Analyzing issues by using logs

ROUNDTABLE: New Brunswick

Issues, requirements and strategies relevant to the forest industry in Maritime. Scale data sharing between LIMS systems or any other topic raised by participants.

Peter Majnusz

Hands on Report Tutorial • Develop a useful report and assign filters / criteria

• Publish it to users with different security models • Schedule it to email, publish it to web / folder or print

• Run reports via LIMSWeb, LIMSMobile • Export / Import designed reports

Planning / Quota and Certification Tracking • Challenges of creating a budget and forecast and monitoring it

throughout its cycle. • Creating production/delivery/other plans • Updating actuals and comparing with plans • Controlling delivery quota at receiving points

• Examine how this information can tie into delivery scheduling and inventory reporting to provide variance analysis.

James Coles

Database Maintenance and Administration • Learn how to copy production to Test environment • How to automate database plans and backups • Best practices with configuring SQL Server to optimally run

3LOG application • Migrating LIMS to Contained Database Model

Peter Majnusz

Peter Majnusz

Lab Session — One on One

Lab Session — One on One

Lab Session — One on One

EasyWiz • Configurable app to capture field data for specific business scenarios • User definable data entry flow with defaults to auto populate LIMS • Provide consistent user interfaces for data entry from desktop, web

and mobile devices

Industry Perspective • Lessons learned from current client implementations

Kenneth Ng

Sales & Transfers Direct sales from Woods • Generate accruals and pay other parties: loggers, landowner • Receive sales loads information and settlements from customer • Reconciliation of payments and volume Yard Sales and internal transfers using our weights or customer weights

Ali Tofighi

LIMS Advanced Features and Tips II • Scheduling tasks in LIMS,

• Reports, Import & Export Scheduling • Maintenance of schedules and ownership transfer

• Notifications (WWIZ sync , contract expiry, custom notifications)

• LIMS Service configuration, monitoring and troubleshooting • User Access, security options and audit

Jack Chou

Jack Chou

Misha Oumantsev

Page 3: Wednesday May 15, 2019 - 3LOG · LIMS Advanced Features and Tips II • Scheduling tasks in LIMS, • Reports, Import & Export Scheduling • Maintenance of schedules and ownership

10:45 - 12:00

09:00 - 09:45

1:00 - 1:45

09:45 - 10:30

1:45 - 2:30

Meet and discuss with 3LOG experts on any specific topics during these one-on-one sessions (Please schedule in advance)

10:30 - 10:45 Coffee Break (Foyer)

08:00 - 09:00 Registration and Buffet Breakfast

12:00 - 1:15 Lunch Break for anyone participating in prescheduled one-on-one sessions

Friday May 17, 2019 El Mirador La Vista D La Vista A

Have a safe trip back home!

User Session - One on One

User Session - One on One

User Session - One on One User Session - One on One User Session - One on One User Session - One on One

User Session - One on One User Session - One on One User Session - One on One User Session - One on One User Session - One on One

User Session - One on One

Support & Maintenance • How support and maintenance work • Best practices to follow • System Architecture overview • Update and Disaster Recovery procedures

Future Directions - Formal Closing

Strategies, requirements or issues relevant to the forest industry in Alberta such as unattended scales, TM9 ticket tracking with LoaderWiz, crown FOREST reporting or any other topics as raised by participants.

ROUNDTABLE: ALBERTA

ROUNDTABLE: BC

Issues, requirements and strategies relevant to the forest industry in BC. Scale data sharing between LIMS systems, HBS (new schema and signing regulations), CSP, EXCOL, LEXIS or any other topic raised by participants.

ReportWizard Advanced Features Explore the rich reporting utilities built-in • Advanced report design and security considerations • Tips on how to save report parameters • Develop a complex sub-report

• Attach a calculation • Automation features to email, fax or print reports • Report security in depth

LIMS End to End Process - Hardwood Point of View • Auto creation of log purchase contracts based on Tally • Reconciliation of purchased logs vs logs received • Transfer of logs from a satellite yard to a mill • Tagged log Inventory • Tracking cost of procured logs • Tracking revenue and profit/loss of sold logs

Wiki-style Help and Documentation • Using online LIMS documentation • Creating custom help and manuals

• Add company-specific documents • Link LIMS forms to help documents • Link documents to LIMS forms and reports • Publishing Help on different screens

• Tracking changes done on each help document

Inventory Tracking • Manage inventory by products, species, cost and volume • Options to handle loose, banded and tagged logs • Manage your production, purchases, sales , transfer and

consumption • Define manufacturing yield (ie, pulpwood to chip, etc) • Automation of tasks (e.g. conversion of round wood to chips and

bark, etc.)

Kenneth Ng

Raj Lachmann

Ali Tofighi

Peter Majnusz

Jeff Widmer

Peter Majnusz

Jean Xiao Jack Chou