Asset Suite 9 - ABB

Asset Suite 9 Training Course Catalogue

© 2016 ABB Enterprise Software Page ii NAM Training Course Catalog – Asset Suite

CONTENTS

Please Note ..................................................................................................................... 3

Asset Suite Orientation Training ...................................................................................... 4

Asset Suite Train-The-Trainer (T3) / Power User Training .............................................. 5

Foundation Architecture End User Training .................................................................... 6

Accounts Payable ........................................................................................................... 7

Action Tracking ............................................................................................................... 8

Contract Management ..................................................................................................... 9

Design Engineering ....................................................................................................... 10

Document Management ................................................................................................ 11

Engineering Change...................................................................................................... 12

Equipment Tag Out ....................................................................................................... 13

Inventory Management .................................................................................................. 14

Labor Entry .................................................................................................................... 15

Material Safety Data Sheet (MSDS)* ............................................................................ 16

Procurement Engineering .............................................................................................. 17

Project Management ..................................................................................................... 18

Personnel Qualifications Data ....................................................................................... 19

Purchasing .................................................................................................................... 20

System Administration ................................................................................................... 21

Total Exposure .............................................................................................................. 22

Work Management Overview ........................................................................................ 23

WM Work Flow ........................................................................................................................................ 23 Work Management Integration ................................................................................................................ 24

Work Management Data Setup ..................................................................................... 25

WM Work Planning........................................................................................................ 26

WM Work Scheduling .................................................................................................... 27

WM Performing and Completing Work .......................................................................... 28

WM Predictive and Preventive Maintenance ................................................................. 29

WM Analysis and Reporting .......................................................................................... 30

NAM Training Course Catalog – Asset Suite P a g e 3 | 31 © 2016 ABB

PLEASE NOTE

The ‘Duration’ times given in the table of classes on the following pages do not

include preparation time and setup time at the client site.

All classes include these training materials: PowerPoint presentation of the

module, class agenda, and student guide. These materials are in soft copy form,

delivered electronically before the class.

Please contact us at [email protected] for more information.

mailto:[email protected]


ASSET SUITE ORIENTATION TRAINING

Asset Suite Orientation training is geared toward end-users who need a broad overview of the applications with hands-on practice. (More in-depth training is available under Power User Training.)

End-User training is available on-site at customer locations for Core Team and T3 (‘Train the Trainer’) training at your site. These classes are open to ABB Licensees only. For up-to-date training schedules, contact your ABB Account Executive or Project Manager.

Asset Suite Orientation Training Classes Duration

Accounts Payable 2 days

Action Tracking 2 days

Contract Management 2 days

Design Engineering 2 days

Document Management 1.5 days

Engineering Change 2 days

Equipment Tag Out 2 days

Inventory Management 4.5 days

Labor Entry and Reporting 1.5 days

Material Safety Data Sheet 1 day

Personnel Qualifications Data 1 day

Procurement Engineering 3 days

Project Management 1 day

Purchasing 3.5 days

System Administration 2.5 days

Total Exposure 2.5 days

Work Management 5 days

NOTE: The ‘Duration’ times given in the table of classes above do not include preparation time and setup time at the client site.




ASSET SUITE TRAIN-THE-TRAINER (T3) / POWER USER TRAINING

Train-the-Trainer (T3)/Power User classes provide detailed hands-on application training for the full complement of Asset Suite applications. They are ideally suited for personnel with training responsibilities including trainers and managers who will train end-users, and other power users of the Asset Suite system.

Asset Suite T3 / Power User Classes Duration

Accounts Payable 3 days

Action Tracking 2 days

Contract Management 3 days

Design Engineering 3 days

Document Management 2 days

Engineering Change 3 days

Equipment Tag Out 2 days

Forecasting & Analysis 3 days

Inventory Management 5 days

Labor Entry & Reporting 2 days

Material Safety Data Sheets 2 days

Personnel Qualifications Data 2 days

Procurement Engineering 3 days

Project Management 3 days

Purchasing 4 days

System Administration 4 days

Total Exposure 4 days

Work Management System 8 days





FOUNDATION ARCHITECTURE END USER TRAINING

Foundation Architecture End-User training is available at ABB Training Centres in Open Enrollment Classes, or on-site at customer locations for Core Team and Power User training at your site. These classes are open to ABB Licensees only.

Open Enrollment End-User training provides plenty of hands-on practice and is aimed at end-users who need a broad overview of the applications. For up-to-date training schedules, contact your ABB Account Executive or Project Manager.

Foundation Architecture-End User Training Duration

Foundation Architecture Tailoring with Compose

3 days

Foundation Architecture Tailoring with Compose Workshop

5 days



ACCOUNTS PAYABLE

Course Description: Accounts Payable module provides the functionality to organize, monitor and control payment processing for the organization.

Application functionality provides the ability to enter invoice information, ensure that the invoices are in accordance with the financial rules, and enable cash disbursement processing and payment reconciliation.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for processing invoices, managing the accounts payable function; training instructors and managers.

Prerequisites: Asset Suite System Basics web-based training (WBT)

Topics Included by User Selection:

Accounts Payable Overview

Accounts Payable Application Integration

Accounts Payable Setup

Accounts Payable Business Flow

Accounts Payable Activities

Invoices

Vouchers

Recurring Payments

Payment Processing

Inquiry Screens

Employee Payments

Bank Reconciliation

1099 Processing

Accounts Payable Reporting

Objectives: On completion of this course, you should know how to:

Create payment requests using Invoices, Vouchers, or employee expenses.

Match Invoices to Purchase Orders or Contracts.

Project and monitor cash requirements.

Prepare cash disbursements.

Reconcile bank accounts.

Complete tax reporting.

Training Resources: Training Agenda Course ID: ASDDB-1258

Accounts Payable Overview Presentation Course ID: ASDDB-1211

Student Guide Course ID: ASDDB-1012


ACTION TRACKING

Course Description: Action Tracking provides an integrated online means of tracking actionable events.

Application functionality provides the ability to ensure that appropriate actions have been taken to respond to each action item.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for requesting work, managing/planning assignments, approving requests, training instructors and managers.



Action Tracking Overview and Setup

Create an Action Request

Plan Action Request Assignments

Action Request Management Tracking

Performing Assignment Work and Completing Action Request

Training Summary


Set up and Maintain Data and Resources

Manage Action Requests (Create, Build, Approve, Cancel)

Manage Assignments (Create, Plan, Track)

Perform Assignment Work


Overview Presentation Course ID: ASDDB-1212



CONTRACT MANAGEMENT

Course Description: Contract Management provides procurement tools for service orders and bilateral agreements.

Application functionality provides the ability to establish the scope of work, distribute accounting charges and provide meaningful controls for tracking contracted services.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for managing contracts and vendors; training instructors and managers.



Manage Contract Requisitions (Create, Approve, Search)

Manage the Backlog

Manage RFP (Create, Approve, Award)

Manage Contracts (Standard, Blanket, Auto-Release)

Contract Change Request

Contract Amendment

Payment Authorization

Contract Expenditures


Create and Approve Requisition

Requesting Bid Proposals

Place and Amend Contracts

Monitor Contract and Evaluate Vendor

Authorize Payment and Closure




NAM Training Course Catalog – Asset Suite P a g e 1 0 | 31 © 2016 ABB

DESIGN ENGINEERING

Course Description: Design Engineering (DE) is an integrated application that streamlines the development of designs for the installation of new services.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for Utility company design engineers, other personnel involved with engineering designs; training instructors and managers.



Design Engineering Overview and Setup

Requesting Service

Reviewing Service Requests

Create a Design

Reviewing Designs and Versions

Create Work Orders from Designs

Design Analysis

Reporting


Develop a converted service request into a Design or Design Version.

Specify the Design type.

Create the Design from Design Points (a point of construction).

Identify materials and resources needed to complete the design.





DOCUMENT MANAGEMENT

Course Description: Document Management provides the functionality to define controlled documents or records, generate and process revisions and perform controlled document distribution.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for the Document Management Center, Document Owners, Review/Approver Personnel; training instructors and managers.



Document Management Overview and Setup

Controlled Document Management

Controlled Document Revisions

Controlled Document Distribution and Transmittals

Records Management

Locating Controlled Documents and Records

Document Management Reports


Set up Document Management within Asset Suite

Manage Controlled Documents

Manage Records

Report on Document Management





ENGINEERING CHANGE

Course Description: Engineering Change provides the functionality to help plant personnel manage a broad range of engineering changes, from major modifications of the physical plant to minor changes to documents.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for Facility Engineers, including System Engineers, Procurement Engineers, Document Control Personnel, Quality Assurance Engine; Equipment Data Stewards training instructors and managers.



Engineering Change Setup and Overview

Engineering Change Request

Permanent Engineering Changes

Temporary Engineering Changes

Revision Tracking and Control

Document Auto As–Building Process


Manage Engineering changes thru their lifecycle

Prepare and implement Permanent Engineering Changes

Prepare and implement Temporary Engineering Changes





EQUIPMENT TAG OUT

Course Description: Equipment Tag Out provides the functionality to safeguards personnel and equipment during any maintenance or potentially hazardous process by isolating the affected area.

Application functionality enables users to electronically isolate equipment, ensure work is performed safely on the equipment and remove the isolation when work is done.

Duration: 3-5 days

Intended Audience: Maintenance Supervisors, Maintenance Tradesmen, Plant Operators, Operations Supervisors; training instructors and managers.



Tag Out Overview and Setup

Requesting Equipment Isolation

Reviewing/Approving/Returning Clearance Requests

Assigning Request to Clearance Orders

Planning Equipment Isolations

Approving, Returning and Cancelling Clearance Orders

Checklists

Holders

Conflict Checking, Lock Out Processing, De–Isolation

Conflict Checking, Lock Out Processing, De–Isolation

Changing the Scope and Completing Clearance Orders

Creating and Using Combined Clearance Orders

Reports


Set up and manage Equipment Tag Out process





INVENTORY MANAGEMENT

Course Description: Inventory Management provides tools to actively manage all warehouse and inventory management functions, including stock and tool picks and issues, binning, returns, receiving, quality inspections, physical inventory, repairs, shipping, investment recovery, and more.

Provides quick access to all information relevant to an item, providing direct access to precise material identification and pending activity.

Duration: 5 days

Intended Audience: Individuals who are responsible for Materials Catalog Specialists, Material Analysts, Procurement Engineers, Quality Control Specialists, Receiving Personnel, Materials Managers, Warehouse Personnel; training personnel.



Inventory Management Overview and Setup

Master Materials Catalog

Data Setup and Maintenance

Material Requests

Replenishment Process

Receiving

Quality Control Inspection

Putaway

Pick, Stage and Issue Process

Return Materials

Material Movement

Ship Materials

Cycle Counts

Repair Material

Manage Warehouse

Surplus Analysis and Investment Recovery

Forecasting and Analysis

Inventory Management Reports

Objectives: On completion of this course, you should know how to apply the functionality of Inventory Management to control all phases of inventory control and warehouse management.



Student Guide Course ID: ASDDB-1020s


LABOR ENTRY

Course Description: Enables the entry and reporting of labor for employees and contractors.

Labor hours can be recorded, edited, reviewed, approved, transferred, and adjusted for payroll and contractors, and for tracking costs and work performance.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for Employees, Contractors, Managers, Payroll Administrators, Contract Administrators; training instructors and managers.



Labor Entry Setup and Overview

Time Sheet Entry

Model Time Sheets

Background Time Sheets

Time Sheet Routing and Approval

Time Sheet Revisions and Corrections

Time Sheet Management

Time Sheet Reports

Objectives: On completion of this course, you should know how to capture charge items such as labor hours, premiums, and days off for both internal employees and contractors.





MATERIAL SAFETY DATA SHEET (MSDS)*

NOTE: This module is now titled Safety Data Sheets (SDS). Training courseware will be revised to reflect this change in the near future.

Course Description: Provides the functionality to control all aspects of MSDS administration, regulatory requirements and reporting.

Application functionality provides easy access to MSDS information at the time of receipt, putaway and/or issue.

Duration: 3-5 days

Intended Audience: Buyers, Receiving Personnel, Warehouse Personnel, Personnel using Hazardous Materials; training instructors and managers.



MSDS Overview and Setup

Create a Material Safety Data Sheet

Material Safety Data Sheet Sections

Chemical Data

Inventory Activities

Management Activities

Reports


control all aspects of MSDS administration, regulatory requirements and reporting




* Note – This module is being renamed to “SDS” for Safety Data Sheets, to maintain equivalency with industry making this same change across the board.


PROCUREMENT ENGINEERING

Course Description: Provides the functionality to ensure that procured goods and services are of sufficient quality to fill all safety and regulatory requirements for the intended plant use.

Duration: 3-5 days

Intended Audience: Procurement Engineering Supervisors and Specialists

Design Engineers

Materials Catalog Specialists and Material Analysts

Supply Chain Supervisors

Buyers

Contract Analysts

Quality Control Specialists

Receiving Personnel

Materials Managers

Warehouse Personnel

training instructors and managers



Procurement Engineering Overview and Setup

Requesting a Procurement Engineering Evaluation

Reviewing and Assigning Work

Performing a Basic Evaluation

Verifying Bill of Materials

Item Equivalency Evaluations

Commercial Grade Dedication

Maintaining the Restricted Materials and Suppliers List

Maintaining QA Approved Suppliers List

Reports


Manage the Procurement Engineering life cycle to ensure that procured goods and services are of sufficient quality to fill all safety and regulatory requirements for the intended plant use.





PROJECT MANAGEMENT

Course Description: Asset Suite Project Management application is an integrated application designed to support all projects within an organization.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for Project Managers, Management, Work Planners, Schedulers, Buyer/Purchasing Agent; training instructors and managers.



Project Management Overview and Setup

Define a Project

Plan a Project

Approve a Project

Monitor a Project

Project Analysis

Project Completion

Reports


Use the Project Management modules to support projects within your organization.





PERSONNEL QUALIFICATIONS DATA

Course Description: Provides the functionality to track training and qualification data assigned to employees and contractors.

Duration: 3-5 days

Intended Audience: The Personnel Qualifications Data application is typically used by authorized personnel like Planners and Schedulers who must assign personnel to jobs knowing that these individuals are qualified to perform the work properly; and training instructors and managers.



Personnel Qualifications Data Overview and Setup

Manage Qualifications Assignments, Exams, and Exam Data

Manage and Update Personnel Qualifications


Define Qualifications at a basic level and then group them at higher levels.

Customize Qualifications & Qualification Groups against individuals.

Track class rosters and exam information

Ensure integration between class exam information and individual's qualification records.

Roll up/roll down qualification information through qualification levels using automated functionality.





PURCHASING

Course Description: The Asset Suite Purchasing application is part of an integrated system designed to control all phases of material procurement processing in support of facility operations and maintenance.

Duration: 3-5 days

Intended Audience: Material Analysts

Procurement Engineers

Buyers and Expeditors

Materials Catalog Specialists

Contract Administrators

training instructors and managers



Purchasing Overview and Setup

Procurement Card Transactions

Purchase Requisitions

Request for Vendor Evaluation

Process RFQ and Post Vendor Bids

Purchase Orders

Blanket Purchase Orders

Blanket Purchase Order Releases

Revise PO–BPO Release

Expediting Purchase Orders

Management Reporting

XML/EDI Error Correction

Open Requisition Backlog

Reports


Control all phases of material procurement processing in support of facility operations and maintenance.





SYSTEM ADMINISTRATION

Course Description: The purpose of the System Administration (SA) and Financial Transaction Infrastructure (FTI) setup is to allow for the integration of the various Asset Suite products and incorporate your company's unique organizational and financial needs.

Duration: 5 days

Intended Audience: System Administrators; training instructors and managers.



System Administration and FTI Overview

Initializing the Asset Suite System

Establishing an Asset Suite User

System Code Values

AAA Routing

Preferences Setup

Security Setup

Financial Transaction Infrastructure Overview

View Financial Transaction Details

Account Information Setup

Cost Element Setup

Activity Setup

Account Mapping Setup

Accounting Transaction Defaults Setup

Online Journal Entry Processing

Extracts Processing

External Folder and Indexing Processing

Trigger Configuration

Objectives: The System Administration and FTI modules of Asset Suite enable employees to:

Use more of what they know

Share their knowledge more easily with others

Learn more about their jobs using the new technology





TOTAL EXPOSURE

Course Description: Total Exposure addresses the need to comply with regulations and to fulfill Health Physics functional requirements.

Duration: 3-5 days

Intended Audience: Individuals who are responsible for Dosimetry/Records Clerks, Health Physics Techs, Radiological Control Techs, Radiation Monitors, HP/RCT Supervisors, Health Physicists, ALARA/ALARP Personnel; training instructors and managers.



Total Exposure Overview and Setup

Exposure Monitoring – Personnel

Exposure Investigation/Tracking

Exposure Monitoring – Dosimetry

Radiological Job Planning

RadCon Log

Access Control

Respirator Tracking

Radioactive Source Tracking

Bioassay Tracking

Instrument Tracking

Airborne Radiation Surveys

ALARA/ALARP Administration

Reporting


completely monitor and record functions for both external and internal exposure received by the individual





WORK MANAGEMENT OVERVIEW

The Asset Suite Work Management (WM) is an integrated application that encompasses activities to

facilitate documenting, planning, scheduling, performing and completing all work activities required to

support the efficient operation and maintenance of a facility.

The Work Management modules are typically used by Work Crew Supervisors, Tradesmen,

Engineers, Management.

Work Management is the largest part of Asset Suite. Therefore, for your convenience and to facilitate

readability, training courses and materials are separated into six different smaller modules:

WM Data Setup

WM Work Planning

WM Work Scheduling

WM Performing and Completing Work

Preventive and Predictive Maintenance

WM Analysis and Reporting

Each of these courses is addressed with information on the following pages.

WM Work Flow

The high-level business flow of Work Management includes the following basic functions:

System Administration and Data Setup

Initiate Work Activities

Approve Work Activities

Plan Work Activities

Schedule Work Activities

Perform Work Activities

Complete and Close-out Work Activities

Develop a Preventive Maintenance Program

Work Management Analysis and Reporting


Work Management Integration

WM integrates with these Asset Suite modules, in the following ways:

Integrating Modules Work Management

Action Tracking Cross-reference between Work Order Tasks and

Action Requests and Assignments

Contract Management Contract Requisitions created from Work Order

Tasks. Accounting carried from WO Task to

Contract. Contract estimates and actual costs

rolled to Work Order Task.

Design Engineering Doc Refs, Work Standards, Permit and Resource

Requirements including material transferred to WO

Task.

Document Management Controlled Document references on Work Order

Tasks, Equipment Records and UTCs

Equip Tag Out Auto/Manual Clearance Request generation. Hold

Code generation.

Financial Integration Triggers available to send WO Task financial data

to external financial system

Inventory Management Material Req on WO Task, Bills of Material, UTC

generation on Material Receipt.

Labor Entry and Reporting Hours recorded against WO Tasks automatically

generate time sheets

PQD Define qualifications requirements against

Equipment Records. WO Task displays

qualification requirements. Qualified employees

displayed during WO Task Scheduling.

Project Management Project Number referenced on WO Task, then WM

accumulates all maintenance costs against a

project.

Total Exposure RWPs created on WO Task


WORK MANAGEMENT DATA SETUP

Course Description: Familiarizes the user with and give the capacity to add data codes to support al work management functionality.

Duration: 3-5 days



Preliminary Data Setup

Additional Equipment Related Information

Attributes and Parameters

Billing Templates

Bill Of Materials (BOM)

Client

Complex Codes

Data Hierarchy

Equipment

Equipment Related Codes

Facility/Unit Operations

Grants

Hold Codes

Itineraries and Audits

Location Data

Manufacturers

Parameters

Permits

Predictive Maintenance Setup for Equipment Record

Preventive Maintenance Setup for Equipment Record

Property Units and Compatible Units

Reliability Centered Maintenance (RCM

Resource, Personnel & Crew Maintenance

Right of Way

Risk Assessment

Uniquely Tracked Commodity

Work Standards



System Administration/ FTI Student Guide Course ID: ASDDB-1027


WM WORK PLANNING

Course Description: Provides the functionality to.

Application functionality provides

Duration: 3-5 days



Create a Work Request

Work Request Review Process

Create a Service Request

Service Request Review Process

Convert Approved Work Request into a Work Order

Convert Approved Service Request into a Work Order

Create Work Order

Make Changes to a Work Order

Search for Existing Work Orders

Plan a Task

Create Expedited Work Order

Create Model Work Order

Permit Request

Initiate/Review Work Order

Status Tracking and Hold Processing


Manage the tasks that comprise the work planning life cycle.





WM WORK SCHEDULING

Course Description: Provides the functionality to identify personnel and other work schedule data so that Work Scheduling may be performed.

Application functionality provides

Duration: 3 days



Work Scheduling Setup

Search for Work to be Scheduled

Review Work to be Scheduled

View Existing Work Schedules

Schedule Work

Print Functions for WMS Scheduling

Generic Scheduling Tools

Interface with 3rd Party Scheduling Tools


Manage the tasks that comprise the work scheduling effort.





WM PERFORMING AND COMPLETING WORK

Course Description: Provides the functionality to gather data on task/work completion details, and to record how that work affects equipment, billing, and future work scheduling.

Duration: 3-5 days



Record Work Progress Information

Record Work Order/Task Completion Details

Record Equipment Change Details

Route/Conduct Work Order Completion Review

Billing and Revenue

Calibration Support

Objectives: On completion of this course, you should know how to manage the tasks that comprise the work completion effort.





WM PREDICTIVE AND PREVENTIVE MAINTENANCE

Course Description: Provides the functionality to the repetitive equipment maintenance of preventive and predictive maintenance.



Preventive and Predictive Maintenance (PPM) Data Setup

Create Equipment Record

Define PD Operating Factors

Create the Uniquely Tracked Commodity

Create the Frequency Codes

Create Model Work Order

Create PM Objects

Working with the PM

Work Order Completion Processing

Objectives: On completion of this course, you should know how to manage the tasks that comprise the PPM effort.





WM ANALYSIS AND REPORTING

Course Description: Provides the functionality to offer reports, analysis tools and review functions. These functions permit maintenance personnel and managers to manage their assets from a cost and historical failure perspective.

Duration: 3-5 days



Work Management Analysis

Work Management Reports


manage the tasks that comprise the analysis and reporting effort.




Asset Suite 9 - ABB

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