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Enterprise Asset Management A Quick Tour for Beginners Donna Christie & Jeannie Dobney August 2010

Enterprise Asset Management

A Quick Tour for Beginners

Donna Christie &

Jeannie Dobney

August 2010

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?

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

Oracle Applications. • How will the end-users' experience eAM? • Tips and traps for implementing and
Oracle Applications. • How will the end-users' experience eAM? • Tips and traps for implementing and
Oracle Applications. • How will the end-users' experience eAM? • Tips and traps for implementing and
Oracle Applications. • How will the end-users' experience eAM? • Tips and traps for implementing and
Oracle Applications. • How will the end-users' experience eAM? • Tips and traps for implementing and
• eAM provides an integrated solution for managing, scheduling and accounting for the maintenance of

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.

eAM), organisations may track the cost of maintenance via spreadsheets and incur unnecessary inefficiencies and expense.
eAM), organisations may track the cost of maintenance via spreadsheets and incur unnecessary inefficiencies and expense.
eAM), organisations may track the cost of maintenance via spreadsheets and incur unnecessary inefficiencies and expense.
eAM), organisations may track the cost of maintenance via spreadsheets and incur unnecessary inefficiencies and expense.
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.

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

the asset’s components (BOM = Bill of materials) • Maintenance BOM - lists all items needed
the asset’s components (BOM = Bill of materials) • Maintenance BOM - lists all items needed
the asset’s components (BOM = Bill of materials) • Maintenance BOM - lists all items needed
the asset’s components (BOM = Bill of materials) • Maintenance BOM - lists all items needed
the asset’s components (BOM = Bill of materials) • Maintenance BOM - lists all items needed
• An Operation – The task required to complete the work. Can be single or

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.

work orders can be uncompleted! • Meter – measurement device determining m maintenance requirement e.g. odometer.
work orders can be uncompleted! • Meter – measurement device determining m maintenance requirement e.g. odometer.
work orders can be uncompleted! • Meter – measurement device determining m maintenance requirement e.g. odometer.
work orders can be uncompleted! • Meter – measurement device determining m maintenance requirement e.g. odometer.
work orders can be uncompleted! • Meter – measurement device determining m maintenance requirement e.g. odometer.
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

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

• EAM Set Name API • Maintenance Object Instantiation API • Work Order Business Object API
• EAM Set Name API • Maintenance Object Instantiation API • Work Order Business Object API
• EAM Set Name API • Maintenance Object Instantiation API • Work Order Business Object API
• EAM Set Name API • Maintenance Object Instantiation API • Work Order Business Object API
• EAM Set Name API • Maintenance Object Instantiation API • Work Order Business Object API
Overview:  Define Person  Optionally define competencies  Define system item (determines interaction with

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 …

if required  Create instances of the resource i.e. person records linked to the resource See
if required  Create instances of the resource i.e. person records linked to the resource See
if required  Create instances of the resource i.e. person records linked to the resource See
if required  Create instances of the resource i.e. person records linked to the resource See

following slides

if required  Create instances of the resource i.e. person records linked to the resource See
• Oracle assume the use of certain roles and have designed the interface and their

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

• Maintenance User (Planner) / Super User i.e. Maintenance User Workbench • Scheduler i.e. Scheduler Workbench
• Maintenance User (Planner) / Super User i.e. Maintenance User Workbench • Scheduler i.e. Scheduler Workbench
• Maintenance User (Planner) / Super User i.e. Maintenance User Workbench • Scheduler i.e. Scheduler Workbench
• Maintenance User (Planner) / Super User i.e. Maintenance User Workbench • Scheduler i.e. Scheduler Workbench
• 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

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

Monitor breakin WOs.  eAM Super User – Maintain Asset hierarchy, Asset Meters, Asset activities &
Monitor breakin WOs.  eAM Super User – Maintain Asset hierarchy, Asset Meters, Asset activities &
Monitor breakin WOs.  eAM Super User – Maintain Asset hierarchy, Asset Meters, Asset activities &
Monitor breakin WOs.  eAM Super User – Maintain Asset hierarchy, Asset Meters, Asset activities &
Monitor breakin WOs.  eAM Super User – Maintain Asset hierarchy, Asset Meters, Asset activities &
 Automate work request or work order generation based on defined criteria.  Example :

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.

in Oracle against the Asset. If above 50 degrees a WR is raised. The user who
in Oracle against the Asset. If above 50 degrees a WR is raised. The user who
in Oracle against the Asset. If above 50 degrees a WR is raised. The user who
in Oracle against the Asset. If above 50 degrees a WR is raised. The user who
in Oracle against the Asset. If above 50 degrees a WR is raised. The user who
 Do not overtrain.  Teach them what they need to do their job. 

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.

needs to attend all.  Users attend blocks according to their role needs.  Training has
needs to attend all.  Users attend blocks according to their role needs.  Training has
needs to attend all.  Users attend blocks according to their role needs.  Training has
needs to attend all.  Users attend blocks according to their role needs.  Training has
needs to attend all.  Users attend blocks according to their role needs.  Training has
• Design and test with all stakeholders e.g. stores, procurement and accounting • Align eAm

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?

a bit clumsy initially… • Do you need some co-ordination with Accounting’s Fixed Asset definitions, if
a bit clumsy initially… • Do you need some co-ordination with Accounting’s Fixed Asset definitions, if
a bit clumsy initially… • Do you need some co-ordination with Accounting’s Fixed Asset definitions, if
a bit clumsy initially… • Do you need some co-ordination with Accounting’s Fixed Asset definitions, if
a bit clumsy initially… • Do you need some co-ordination with Accounting’s Fixed Asset definitions, if
 Ensure you get the asset structure correct at the start  Make sure Schedulers

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

Get the shifts right and set time zones  Create meaningful work order statuses  Create
Get the shifts right and set time zones  Create meaningful work order statuses  Create
Get the shifts right and set time zones  Create meaningful work order statuses  Create
Get the shifts right and set time zones  Create meaningful work order statuses  Create
Get the shifts right and set time zones  Create meaningful work order statuses  Create
• Contact us if you have further questions or comments: Donna Christie dtcconsulting@live.com.au Jeannie Dobne

Contact us if you have further questions or comments:

Donna Christie

Jeannie Dobney

Updated slides can be found at jdobney.com

Christie dtcconsulting@live.com.au Jeannie Dobne y jdobney@bigpond.com • Updated slides can be found at jdobney.com
Christie dtcconsulting@live.com.au Jeannie Dobne y jdobney@bigpond.com • Updated slides can be found at jdobney.com
Christie dtcconsulting@live.com.au Jeannie Dobne y jdobney@bigpond.com • Updated slides can be found at jdobney.com
Christie dtcconsulting@live.com.au Jeannie Dobne y jdobney@bigpond.com • Updated slides can be found at jdobney.com
Christie dtcconsulting@live.com.au Jeannie Dobne y jdobney@bigpond.com • Updated slides can be found at jdobney.com