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eAM Work Management

Role: Enterprise Asset Management User


Objectives

After completing this module, you should be able to do the following:• Recognize and differentiate eAM work order types• Explain work status lifecycles• Explain release approval process• Manage operations and tasks• Discuss work order relationships• Perform work transactions• Use the maintenance workbench


Agenda

• Overview of eAM work management• Work requests• Work orders• Release approvals• Operations and tasks• Work order relationships• Work transactions• Work order planning• Summary


Overview of eAM Work Management

Material

Resources

Work Order

Estimated Costs

Actual Costs

Time


Agenda



Work Requests

Work Requests are created to report asset problems within your organization:• Created within Self Service Maintenance

– Self-Service Work Requests User– Maintenance Super User

• Linked to Work Orders


Life Cycle of a Work Request

OnWork Order Complete

AdditionalInformation

Rejected

Open AwaitingWork Order


Agenda

• Overview of eAM work management• Work requests• Work orders• Release approvals • Operations and tasks• Work order relationships• Work transactions• Work order planning• Summary


Maintenance BOM

(Material)

Overview of eAM Work Orders

Work Order for Asset

Asset

Activity – OIL CHANGE

Maintenance Route(Resources)

Op 1 Op 2

Dept 1 Dept 2


Work Order Status Lifecycle

Complete Closed

Unreleased

Draft Released

AwaitingScheduling


Release Approval Process

A Work Order requires approvals or notifications at different stages of its lifecycle. Initiate Workflow to generate notifications, approvals, transactions, and update a Work Order status.

Work orderWorkflow Approval


eAM Work Orders

Routine

Preventive Maintenance

Rebuild


Routine Work Orders

Routine Work Orders are created using:• Maintenance Workbench• Menu option


Preventive Maintenance Work Orders

Preventive Maintenance Work Orders are generated automatically based on Preventive Maintenance Schedules. Schedule Types are:• Rule based

– Runtime – Day Interval

• List based

0 0 7 5 2 7

Generate Work Orders based on Meter Readings

PM Schedule based on Runtime Rule


Rebuild Work Orders

Parent Work OrderFor TRUCK asset

Child Work OrderFor ENGINE


Defining Work Order Documents

Miscellaneous Documents can include:• Spreadsheets• Graphics• OLE objects• Documents• Any file type• Text


Agenda



Operations and Tasks

eAM Operations and Tasks consist of the following topics:• Operations and Tasks• Material Requirements• Resource Requirements

Material Resources

Operation


Operations and Tasks

2010

30

40 50 60

Operation10203040

AssignedDepartmentCenter 1Center 1Center 1Center 1

DescriptionDrain OilReplace Air FilterReplace Oil FilterReplace Oil

Materials Resources


Material Requirements

Maintenance Work Orders may include material requirements for inventory and direct items.• Define mode (define, view, update)• View mode (view)

Activity

Maintenance BOM

1 Ea Screwdriver 1 Ea Oil Filter 1 Ea Air Filter 5 Qt Oil

Work Order


Material Requirements

Operation

10203040

AssignedDepartment

Center 1Center 1Center 1Center 1

MaterialDescription

PhillipsOil FilterAir FilterOil

Material

ScrewdriverOil FilterAir FilterOil

Inventory Items

Direct Items

Direct Item Copy To AssetSelect Materials

Operation

10

RequisitionNumber

RO592

PONumber

PO180

ItemDescription

Light Bulb


Resource Requirements

Maintenance Work Orders may include resource requirements, such as labor and machines.• Define mode (define, view, update)• View mode (view)

Activity

Maintenance Route

10 Drain Oil 20 Replace filter 30 Replace Oil

Work Order


Resource Requirements

Resources

Operation

101020

Resource

Labor GroupLabor GroupMachine Group

ResourceSequence

102010

Resource InstancesInstanceName

Larry

EffectiveStart Date

March 1, 2000Bob March 1, 2000

Instances


Agenda



Work Order Relationships

Relationships provide separate scheduling rules, used to manage large projects. Valid relationships are:• Parent-Child• End to Start Dependency• Cost• Follow-up Work


Agenda



Work Order Transactions

Transaction types include:• Material

– Issue material from Inventory to a work order• Resource

– Charge resources to a work order


Transacting Material

Maintenance BOM

1 Ea Screwdriver 1 Ea Oil Filter 1 Ea Air Filter 5 Qt Oil


Material Transaction Accounting

Material Issues result in the following accounting distributions:• Inventory

– Subinventory valuation account– Value determined by cost multiplied by the quantity

issued • eAM Material

– Determined by WIP accounting class– Value determined by cost multiplied – by the quantity issued


Transacting Resources

Resource Transactions

Operation1010

ResourceDrillLarry

ResourceSequence1020

Time5 Hours2 Hours

Resources


Resource Transaction Accounting

Resource transactions result in the following accounting distributions:• eAM Resource

– WIP accounting class• Resource Absorption


eAM Work Completion Transactions

There are two types of completion transactions• Operation

– Completion– Uncompletion

• Work Order– Completion– Uncompletion


Operation Completion

Operation Completion Information:• Operation Sequence• Reconciliation Code• Actual Duration

Operation Completion

Work Order EZ100

20Operation Sequence

Transaction Type Complete Operation

Actual Date January 9, 2002

2010

40 60

30

50


Work Order Completion

Where to complete a Work Order:• Maintenance Workbench• Maintenance User Workbench• Maintenance Super User• Menu option


Work Order EZ100

Complete JobTransaction Type

Reconciliation Code Completed

Actual Date February 3, 2002

Released Complete




Work Order EZ100

Complete JobTransaction TypeReconciliation Code Completed

Actual Date February 3, 2002Meter Readings

Meter Readings

Meter

Odometer

Current Reading

3000 miles




Work Order EZ100

Complete JobTransaction Type

Reconciliation Code Completed

Actual Date February 3, 2002

Quality Results

Work Request

Variance?


Closing Work Orders

You can close a Work Order at any status within its lifecycle.

Released Closed


Agenda



Using the Maintenance Workbench

Using the Maintenance Workbench, a planner can perform the following:• Mass release work orders• Mass complete work orders• Procure direct items• Generate work orders from suggested work orders• Manage material• Manage resources• Update operations• View associated work requests


Agenda



Summary

You should now be able to do the following:• Recognize and differentiate eAM work order types• Explain work status lifecycles• Manage operations and tasks• Discuss work order relationships• Perform work transactions• Use the maintenance workbench

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