Course Description for Equipment Administration

8/13/2019 Course Description for Equipment Administration

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Course Description for Equipment Administration

This course covers the functionality for managing equipment assets. All equipment that will need

to be maintained should be entered as equipment objects in IFS/quipment. !epartments"

locations" systems" functions and groups of object can also be entered as equipment objects.

The wide definition of an object allows you to describe your facility in both geographical/physicaland functional terms.

quipment objects in a facility can be of two different types" functional or serial. A functional

equipment object is often viewed as a location or a function. #nce a functional object has been

created" it should not be moved to another place in the facility. #bjects that must be mobile

within the facility" for e$ample an electrical motor" should be established as serial objects. Serial

objects can be moved between different locations within the facility" and can also be moved into

inventory.

To all types of object you can connect technical data" documents and drawings and spare part

information.

Course Length

The estimated time to complete this course is %h &' min.

Target Audience

This course was designed primarily for application consultants in (aintenance or employees

wor)ing with handling equipment objects.

Equipment Object Structure

This chapter covers the following functionality* creating functional objects and connecting them

to structures" basic principles of creating object structures" handling functional objects and

object structures" and using the object status.

Prerequisites

+efore ta)ing the lessons in this chapter" you should have completed a basic navigation course

in IFS Applications.

Chapter Length

The estimated time to complete this chapter is ,' minutes.

Target Audience

This chapter was designed primarily for maintenance engineers" -( engineers" maintenance

administrators and plant operators.

Equipment Object Information


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This chapter covers the following functionality* general information on equipment objects" type

designations" object connections" technical information" spare parts" parameters" object

measurements.

Prerequisites

+efore ta)ing the lessons in this chapter" you should have completed the quipment #bject

Structure chapter.

Chapter Length

The estimated time to complete this chapter is h ,' min.

Target Audience

This chapter was designed primarily for maintenance engineers" maintenance technicians"

maintenance administrators and plant operators.

Serial Equipment Object

This chapter covers the following functionality* creating and moving serial objects within the

facility" serial object status" ma)ing a serial object maintenance aware.

Prerequisites


Information chapter.

Chapter Length

The estimated time to complete this chapter is , minutes.

Target Audience

This chapter was designed primarily for maintenance engineers and wor) leaders.

Project Delier! into Equipment

This chapter covers the following functionality* basics in IFS/-roject !elivery" transfer of product

structure" spare parts and documents to IFS/quipment.

Prerequisites


Information and Serial #bject Information chapters.

Chapter Length

The estimated time to complete this chapter is , minutes.

Target Audience


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This chapter was designed primarily for maintenance engineers.

"etering Inoicing

This chapter covers the following functionality* setting up a meter for invoicing" defining

conditions" entering measurements" invoicing for the usage of an object.

Prerequisites


Information and Serial #bject Information chapters.

Chapter Length

The estimated time to complete this chapter is h &' min.

Target Audience

This chapter was designed primarily for service managers and maintenance administrators.

#asic Data and $equirements

This chapter covers the following functionality* basic data for quipment Administration" for

instance* object types" characteristics" parameters" object levels" and object groups.

Prerequisites

+efore ta)ing the lessons in this chapter" you should have completed a basic navigation course

in IFS Applications.

Chapter Length

The estimated time to complete this chapter is ' min.

Target Audience

This chapter was designed primarily for maintenance engineers and maintenance

administrators.

Tips and Tric%s for Equipment Administration

+elow is a list of tips and tric)s for the quipment Administration course. 0lic) one of the items

below to see information that may be helpful to you as you ta)e the course.

1hat $ecutables to 2se

Importance of Student30reated !ata

Adding !ata to 4ists of 5alues
http://172.17.0.29/documentation/en/TMEquipAdmin/EquipAdminTT.htm#What%20Executables%20toUsehttp://172.17.0.29/documentation/en/TMEquipAdmin/EquipAdminTT.htm#Importance%20of%20Student-CreatedDatahttp://172.17.0.29/documentation/en/TMEquipAdmin/EquipAdminTT.htm#Adding%20Data%20to%20Lists%20ofValueshttp://172.17.0.29/documentation/en/TMEquipAdmin/EquipAdminTT.htm#Importance%20of%20Student-CreatedDatahttp://172.17.0.29/documentation/en/TMEquipAdmin/EquipAdminTT.htm#Adding%20Data%20to%20Lists%20ofValueshttp://172.17.0.29/documentation/en/TMEquipAdmin/EquipAdminTT.htm#What%20Executables%20toUse


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!ata 2sed in 0ourse (aterial

#bject Information 3 $ercises

Additional #bject Information 3 $ercises

(easurements 3 $ercises

Serial #bject 3 $ercises

&hat E'ecutables to (se

For running the e$ercises" there are two e$ecutables available" nterprise Asset

(anagement.e$e 6A(.e$e7 and Service (anagement.e$e 6S(.e$e7. If you are using this

material on your own" you can choose to run any of them depending on your preferences.

8owever" if you for instance" need to create a new customer to be used in Service

(anagement" start the !istribution e$ecutable.

Importance of Student)Created Data

It is e'tremel! important that !ou *or% *ith !our o*n data to maintain data integrity. 9ou

will be wor)ing on company :' and site :' where there is an equipment object structure

created. 1hen you create your own data" it is recommended that you add your initials" ;; to the

data codes" e.g." ;;-


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To see more information about the acing database" including a lin) to documentation for the

T2+ data layer" see acing !atabasein IFS Training 8elp.

Object Information ) E'ercises

.eneral Information

In the Generaltab" you can right3clic) and then clic) one of the several options available. For

e$ample" you can get an overview of historical transactions for serial objects" the connected

object structure" and the connection type. 9ou can copy objects with or without a spare parts list"

documentation" test points" parameters" technical data" and -( actions. 9ou can also switch

easily to view preventive maintenance actions for the object" also active and historical wor)

orders.

Technical Information

An object type represents a class or group of equipment objects" e.g." pumps or motors. The

object type determines the technical attributes that will be shown in the Requirementstab6functional object7 or Technical Datatab 6serial object7. In the Equipment General Data

window" you connect technical classes to the type designation. In IFS/Application Services" the

attributes are connected to the technical class.

Additional Object Information ) E'ercises

In the Functional Object Informationwindow" you can ma)e parallel connections to any other

objects. If you want to do so" right clic) and then clic) Connected Objects. In the Connected

Objects for Objectwindow" create a new record. In the Connected Object ID field" select an

object I! using the 4ist of 5alues" and then in the Connection T!pefield select the )ind of

connection type that you want to establish between these two objects. 0lose the window. TheConnectionschec) bo$ in the Functional Object Informationwindow is now selected.

"easurements ) E'ercises

In the quipment/#bject/Overvie ! "easurementswindow" you can enter and viewinformation on measurements for functional and serial objects. The measurements are carried

out on parameters previously entered for the objects. 9ou can also specify whether the

measurement has been carried out on a special test point defined for the object. After saving"

you cannot change any information in this window. The saved information appears in the

#arameterstab in the Functional Object Information and $erial Object Information

windows.

Serial Object ) E'ercises

There are various ways to create new serial objects. 9ou can either go to the $erial Object

Informationwindow using the right mouse button menu" or close this window and open the

$erial Object Informationwindow from the


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to create this new object. This motor needs close financial trac)ing. Therefore" it should be a

serial object.

Equipment Administration

All equipment that will need to be maintained need to be entered as equipment objects in

IFS/quipment. (aintenance #rganiBations 6departments7" locations" systems" functions and

groups of object can also be entered as equipment objects. The wide definition of an object

allows you to describe your facility in both geographical or physical and functional terms. It also

allows you to drill down from" i.e." a maintenance organiBation to find the smallest connector" or

from a )nown bearing up to a production unit. 9ou can even easily find all components that

ma)e up an air conditioning system.

quipment objects in a facility can be of two different types" functional or serial. A functional

equipment object is often viewed as a location or a function. #nce a functional object has beencreated" it should not be moved to another place in the facility. A functional objectCs object level

should reflect its location or position in the facility.

#bjects that must be mobile within the facility" for e$ample an electrical motor" should be

established as serial objects. Serial objects can be moved between different locations within the

facility" and can also be moved into inventory.


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To all types of object you can connect technical data" documents and drawings and spare part

information.

IFS/quipment supports various maintenance standards for structure levels" e.g." the DDS3

standard.

Plant/ 0e*

1hen an entire industrial facility or a part of it" is newly designed or rebuilt" you need to define

all the equipment objects along with a comprehensive amount of object information. If a piece of

equipment is new" it can be created as a separate equipment object" not yet lin)ed to any parent

object" or as a part of an e$isting structure" i.e." placed under a superior equipment object.

Object Structure

In order to administrate equipment information and perform efficient maintenance on the

equipment in a facility" a suitable equipment structure has to be created. All )inds of equipment

in the facility" such as machines" machine groups" individual pieces of equipment" e.g." pumps"motors" tan)s" furnaces" etc" and also departments" production lines" might be entered as

equipment objects. 9ou should build an equipment structure showing all the objectsC functional

relationship. There are many different ways of creating such a structure. The object structure

could be the actual physical structure with the top object and all the underlying objects shown

on various levels. #r" it might be a functional structure where a parent object contains objects of

a certain )ind.

Course Description for Equipment Administration

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