COMPAS Go Training - version 1


COMPAS Go trainings grouped by Application, Configuration, Processes and Projects on Demand(POD).

Application

?

Configuration

?

Processes

POD

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COMPAS Go training sessions scheduled for Sales and Channel partners for 2021 is available in the following link.

Also the recordings of the completed sessions are available against the scheduled date.

Standard Lead Time information for products can be view by clicking on the following icon.

     

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Index

Topics

Description

A1

Search Quotes

Search Quote enables users to search for their Quotes and Orders.

A2

Extended Warranty LV Products

Distribution Equipment can have an Extended Warrant. *This process is for Sales Only.

A3

Create Project

Create Project walks thru the steps in creating a quote.

A4

View Lines

View Lines shows line icon options for Read Only configuration, Quick Report, UPB components and Edit designation.

A5

Job List

Job List is a mirror image on COMPAS Desktop folders and checked in quotes.

A6

Report Groups

Report Groups allows users to manage quote lines by identifying lines and breaking out those lines from the base bid.

A7

COMPAS Go Tips & Tricks

Live training from the online September 10th, 2020 class.

A8

Dashboard Navigation

Learn the basics tool found in the Dashboard in COMPAS Go.

A9

Value Engineering

Value Engineering allows a user to edit elements of Panelboards and switchboards to a revised quote or a new version quote.

A10

Quick Add

Users can quickly add standard products to a quote by entering catalog numbers and quantity. Competitive cross reference will convert to Siemens catalog number.

A11

Panelboard Structure Change

Announcement on the Change in the Panelboard Structure. Price application changes.

A12

Customer Products

Customer Products is a “COMPAS Go Tool” that allows users to create and manage non-Siemens products for quotes in COMPAS Go.

A13

Filter Options

Quick way of pricing panelboards.

A13.1

Illustrated use of Filter Options

Take a look at the illustrations on pricing of panelboards.

A14

Move Lines

Organize your proposal using Move Lines.                                                                     

A15

Favorites

Create your Favorites for product configuration.

A16

Version Quotes

Version quotes creates flexibility in quote changes to the original quote.

A17

User Input for Different Notes

User inputs for Notes & Documents - Proposal Notes - Notification & Marking.

A18

Share Quote

Share a quote by text messaging or Email.

A19

Quote Details

Build your own data base of customers to apply at Order Entry.

A20

Shipping Screen

Navigate the shipping screen.

A21

Lead Time and Check Availability

Use of lead time information and check availability status for Standard products

A22

Sandy Enhancements

Review for navigation tips when using Sandy. Sandy is there to help.

A23

Submittal Package

Overview on how to use the Submittal Package.

A24

Expired Validity Article

What do users do when a approved quote expires.

A25

Copy and Paste Desktop Quotes

Users can access Desktop quotes using COMPAS Go

A26

Undo Button

Undo unwanted entries.  Must watch video!

A27

Notification and Markings

Shipping screen has Notifications and Markings at the line level.

A28

Manual Line

Manual Line Navigation

A29

Sales Credit

Sales Credit allows sales to split the sales credit.

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Index

Topics

Description

Dry Type Transformer

C1

Dry Type Transformers

Review the features and options of configuring Dry Type Transformers.

C1.1

Sentron Power Center

What is a Sentron Power Center and how to configure it.

C1.2

Manual Line

Use Manual Line for special Dry Type Transformers

Panelboard

C2

Panelboard

Overview of configuring Panelboards.

C2.1

Panelboard Options

Review the tools found in the configuration view.

C2.2

Unassembled Panelboards

Unassembled Panelboards from the Task Menu.

C2.3

Title 24 Navigation

Special panelboard for California for special metering provisions.

C2.4

Panel Type

Panel Type enables a user to change the Type if the panelboard rules allow.

C2.5

Panelboard Overview

Live training from the online September 17th, 2020 class.

C2.6

Select Smart & Standard DAS in Power Panelboards

DAS is an option when required by plans and specifications.  Please watch and learn.

C2.7

P2 and P3 Breaker Placement Across Kits

P2 and P3 placement of breakers across Kits.

C2.9

TPS4 Surge Protection

Surge Protection for P1 Panelboards

C2.10

BSPD Surge Protection

Branch Surge protection for P1, P2 and P3 panelboards/ Configuration

NEMA Controls

C3

NEMA Controls

Learn how to configure a Combination NEMA Starter.

C3.1

Lighting and Heating Contactors

Configure a Lighting and Heating contactor in COMPAS Go.

Switchboard

C4

Switchboards

Live training from the online September 15th, 2020 class.

C4.1

Seismic Ratings

Quick Review of the definition of Seismic Ratings.

C4.2

Switchboard - Adding Branch Breakers

Tee up your branch devices for a quicker way to configure branch breakers.

C4.3

IPS Switchboard

Configure a basic IPS Switchboard.

C4.4

View Changes

Users can compare the current switchboard to another to view layouts.

C4.5

Single Section Cable in – Cable Out

Need a disconnect device over 1200 AMPS?  See how to create a single section Switchboard.

C4.6

Multi Mains and Branches

This switchboard configuration eliminates the need for a main device

C4.7

MMS Switchboard

Non-EUSERC Multi Metering Switchboard.

C4.8

SMM Switchboard

EUSERC Multi Metering Switchboard.

C4.9

Main Tie Main (MTM Switchboard)

Configure a basic Main tie Main Switchboard

C4.10

Digital Metering in Switchboards

How to add Customer Metering to a Main and Branch device?

C4.11

Utility Metering Compartments

How to add a Utility Metering to a Main and Branch device?

C4.12

Switchboard Section and Bus Types

Switchboard Section and Bus Types plus an example of configuring a "Add Section".

C4.13

Double Ended Switchboards

Switchboard configuration of Double Ended Switchboard.

C4.14

Unit Substation (USS)

Unit Substation introduction and configuration.

C4.15

Unit Substation (USS) Import Line Item

How to import a Switchboard into a Unit Substation?

C4.16

Unit Substation (USS) Change Incoming

How to change the incoming location on a Unit Substation?

C4.17

Unit Substation (USS) Transformer Application

Unit Substation transformer application and type review.

SIscan

C5

SIscan

SIscan is a tool that reviews panelboard schedules in a PDF and reads the panelboard schedules creating a configured panelboard(s).

C5.1

SIscan Load Center

SIscan tool now has the option to manually configure Load Centers along with scanning a load center drawing schedule.

Power Mod

 

C6

Power Mod

Learn how to navigate and configure PowerMod metering.

Load Center

 

C7

Load Centers

Need to configure a Loadcenter?  Watch and learn how.

Motor Control Center

C8

Motor Control Centers

Configure a basic Motor Control Center (MCC) from start to finish.

C8.1

MCC Split Option

Learn how to use the Split Option.

C8.2

MCC Delete Layout / Pricing Icons

How to use the Delete Layout / Pricing Icons.

C8.3

MCC Navigation

Basic Navigation in the MCC configurator.

C8.4

Replace Main Device in MCC

Need to change out the main device in an MCC?

C8.5

Copy Branch Options to other Branches in MCC

Review the features and options of configuring Dry Type Transformers.

C8.6

Motor Control Center Depth Selection

MCC Depth selections for Back-to-Back and Double Deep configurations

C8.7

Configuring Panelboards in MCC

Learn how to add a panelboard to a MCC

C8.8

Configuring VFD in MCC

Learn how to add VFD to a MCC

C8.9

Tech Review Process for MCC

Technical Review Process for MCC

Busway

C9

Busway

Navigate to a BOM with this Busway configurator.

C9.1

Bus Plugs

Configure Fusible or Circuit Breaker Bus Plugs.

C9.3

Manual Line for Busway only Quick Ship

Use Manual Line and provide the required information for a seamless QS for Busway.

C9.4

Manual Line for XLX Busway End Tap Box

Use Manual Line for XLX Busway End Tap Box.

Safety Switch

 

C10

Safety Switch

Learn how to a configure of use standard products to add a Safety Switch

SieBreak

 

C11

SIEBREAK Metal-enclosed switchgear

Basic Navigation and Overview for SIEBREAK

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Index

Topics

Description

P1

COMPAS Go from Create Quote to Order Entry

Live training from the online September 9th, 2020 class.

P2

Manage Order

Live training from the online September 22nd, 2020 class.

P3

External Change Request (ECR)

Learn how to process External Change Orders.

P4

Pricing Navigation

Navigating the Pricing screen.

P5

How to use Split Quantity in Order Entry

Use Split Quantity to manage product releases

P6

How to create an Opportunity in COMPAS Go

Create an Opportunity from COMPAS Go to SieSales

P7

LOA Process for SIEMENS Sales

SIEMENS Sales Only! Submit for Project Review Approval.

P8

Item Class MG3 Code

Use Item Class View to add discounts for a product under one Item Class code.

P9

Ship Cans Ahead (My Stock)

Select cans out of stock from an order in the Shipping Screen.

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(Projects On Demand)

Index

Topics

Description

POD1

Projects of Demand - Overview

Introduction to the options for POD and what they offer!

POD2

Standard Fulfillment

Process an order with Standard Fulfillment selected.

POD3

UNPB from SIEMENS DC

Watch the video to get panelboard parts from the SIEMENS DC center

POD4

Channel Partner Stock Rebate Process

Request a rebate on a panelboard Bill of Material--No Errors!

POD5

Channel Partner Stock Release Later Process

Request a release later a panelboard Bill of Material

POD6

Channel Partner Stock Error Process

Stock error on a panelboard Bill of Material



Article ID: 4692
Last updated: 09 Aug, 2021
Revision: 5
Learning_Track -> COMPAS Go Training - version 1
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