Enterprise Asset Management

A Quick Tour for Beginners

Donna Christie &
Jeannie Dobney
August 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 User
i.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 Christie
dtcconsulting@live.com.au
Jeannie Dobney
jdobney@bigpond.com

• Updated slides can be found at jdobney.com