Enterprise Asset Management

A Quick Tour for BeginnersDonna Christie &

Jeannie DobneyAugust 2010

• What is Oracle Enterprise Asset Management (eAM)? / What functionality can it provide us?

• eAM system architecture and interaction with other Oracle Applications.

• How will the end-users' experience eAM?

• Tips and traps for implementing and using eAM

• eAM provides an integrated solution for managing, scheduling and accounting for the maintenance of machinery and equipment.

• Examples of ‘assets’ are: cranes, heating and ventilation equipment, trucks, buildings etc.

• Without an integrated solution (such as eAM), organisations may track the cost of maintenance via spreadsheets and incur unnecessary inefficiencies and expense.

• 2 types of asset:- Capital e.g. a truck- Rotable / Rebuildable e.g. a motor that can be swapped out and rebuilt

• Asset Route - a "virtual asset" that enables multiple assets to be associated to a single work order

• Maintenance Route - a set of operations necessary to perform an Activity.

• Asset hierarchy – parent / child relationships between assets

• Asset BOM – a list of the asset’s components(BOM = Bill of materials)

• Maintenance BOM - lists all items needed to perform an activity

• An Operation – The task required to complete the work. Can be single or multiple

• Asset Activity – A default work template which is then associated with an asset

• Work Order Status – the status of the work order determines the actions which can be applied

• Uncomplete – Completed work orders can be uncompleted!

• Meter – measurement device determining m maintenance requirement e.g. odometer.

• eAM Item Open Interface

• eAM Asset Number Open Interface

• eAM Asset Genealogy Open Interface

• eAM Meter Reading Open Interface

• Asset Number API

• Asset Attribute Values API

• Asset Attribute Groups API

• Asset Routes API

• Asset Areas API

• Department Approvers API

• EAM Parameters API

• EAM Meters API

• EAM Meter Association API

• Meter Reading API

• EAM PM Schedules API

• Activity Creation API

• EAM Activity Association API

• EAM Activity Suppression API

• EAM Set Name API

• Maintenance Object Instantiation API

• Work Order Business Object API

• Work Request API

Overview:

Define Person

Optionally define competencies

Define system item (determines interaction with Payables and Receivables)

Define Resource, referencing system item and competencies if required

Create instances of the resource i.e. person records linked to the resource

…..See following slides

• Oracle assume the use of certain roles and have designed the interface and their manuals around this:

• Self Service - work requests, work orders (non-maintenance and Tradesman)

• Maintenance User (Planner) / Super Useri.e. Maintenance User Workbench

• Scheduler i.e. Scheduler Workbench

Tradesman- Time entry against WO

Tradesman – Update WO for Materials

Tradesman – Maintain WOs – Create, Update

Lead/Supervisor - Maintain WOs – Create, Update, Complete WOs, Create new Asset Activities, Report on WOs.

Scheduler/Planner – Maintain planned maintenance schedule. Monitor breakin WOs.

eAM Super User – Maintain Asset hierarchy, Asset Meters, Asset activities & other setup

Automate work request or work order generation based on defined criteria.

Example: a pump has a quality plan where a WR will automatically be generated based on a temperature above 50 degrees. An inspection is carried out at end of shift and the temp entered in Oracle against the Asset. If above 50 degrees a WR is raised. The user who created the plan receives notification.

Do not overtrain.

Teach them what they need to do their job.

Create training courses which are ‘building blocks’. Eg Scheduler needs to attend all.

Users attend blocks according to their role needs.

Training has relevance to their role.

• Design and test with all stakeholders e.g. stores, procurement and accounting

• Align eAm access and tasks to jobs

• eAM has been ‘added’ on using existing Oracle components e.g. Asset Groups are a type of Inventory System Item, this may seem a bit clumsy initially…

• Do you need some co-ordination with Accounting’s Fixed Asset definitions, if so, how?

Ensure you get the asset structure correct at the start

Make sure Schedulers are able to view the planned schedule according to business requirements

Get the shifts right and set time zones

Create meaningful work order statuses

Create Asset BOMs and Activities

• Contact us if you have further questions or comments:

Donna Christiedtcconsulting@live.com.au

Jeannie Dobneyjdobney@bigpond.com

• Updated slides can be found at jdobney.com