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eAM Work Management

Role: Enterprise Asset Management User

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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
Copyright 2007, Oracle. All rights reserved.
Agenda
Overview of eAM work management
Work requests
Work orders
Release approvals
Operations and tasks
Work order relationships
Work transactions
Work order planning
Summary
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Overview of eAM Work Management
Material
Resources
Work Order
Estimated Costs
Actual Costs
Time
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Agenda
Overview of eAM work management
Work requests
Work orders
Release approvals
Operations and tasks
Work order relationships
Work transactions
Work order planning
Summary
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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
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Life Cycle of a Work Request
On
Work Order
Complete
Additional
Information
Rejected
Open
Awaiting
Work Order
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Agenda
Overview of eAM work management
Work requests
Work orders
Release approvals
Operations and tasks
Work order relationships
Work transactions
Work order planning
Summary
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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
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Work Order Status Lifecycle
Complete Closed
Unreleased
Draft Released
Awaiting
Scheduling
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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 order Workflow Approval
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eAM Work Orders
Routine
Preventive Maintenance
Rebuild
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Routine Work Orders
Routine Work Orders are created using:
Maintenance Workbench
Menu option
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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
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Rebuild Work Orders







Parent Work Order
For TRUCK asset







Child Work Order
For ENGINE
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Defining Work Order Documents
Miscellaneous Documents can include:
Spreadsheets
Graphics
OLE objects
Documents
Any file type
Text
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Agenda
Overview of eAM work management
Work requests
Work orders
Release approvals
Operations and tasks
Work order relationships
Work transactions
Work order planning
Summary
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Operations and Tasks
eAM Operations and Tasks consist of the following
topics:
Operations and Tasks
Material Requirements
Resource Requirements
Material



Resources



Operation
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Operations and Tasks
20 10
30
40 50 60
Operation
10
20
30
40
Assigned
Department
Center 1
Center 1
Center 1
Center 1
Description
Drain Oil
Replace Air Filter
Replace Oil Filter
Replace Oil
Materials Resources
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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





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Material Requirements

Operation
10
20
30
40
Assigned
Department
Center 1
Center 1
Center 1
Center 1
Material
Description
Phillips
Oil Filter
Air Filter
Oil

Material
Screwdriver
Oil Filter
Air Filter
Oil
Inventory Items
Direct Items
Direct Item Copy To Asset Select Materials

Operation
10

Requisition
Number

RO592

PO
Number

PO180

Item
Description

Light Bulb
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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





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Resource Requirements
Resources

Operation
10
10
20

Resource
Labor Group
Labor Group
Machine Group

Resource
Sequence

10
20
10
Resource Instances
Instance
Name
Larry

Effective
Start Date

March 1, 2000
Bob March 1, 2000
Instances
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Agenda
Overview of eAM work management
Work requests
Work orders
Release approvals
Operations and tasks
Work order relationships
Work transactions
Work order planning
Summary
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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
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Agenda
Overview of eAM work management
Work requests
Work orders
Release approvals
Operations and tasks
Work order relationships
Work transactions
Work order planning
Summary
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Work Order Transactions
Transaction types include:
Material
Issue material from Inventory to a work order
Resource
Charge resources to a work order
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Transacting Material
Maintenance
BOM
1 Ea Screwdriver
1 Ea Oil Filter
1 Ea Air Filter
5 Qt Oil
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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
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Transacting Resources
Resource Transactions

Operation
10
10

Resource
Drill
Larry

Resource
Sequence

10
20

Time
5 Hours
2 Hours
Resources
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Resource Transaction Accounting
Resource transactions result in the following accounting
distributions:
eAM Resource
WIP accounting class
Resource Absorption
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eAM Work Completion Transactions
There are two types of completion transactions
Operation
Completion
Uncompletion
Work Order
Completion
Uncompletion
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Operation Completion
Operation Completion Information:
Operation Sequence
Reconciliation Code
Actual Duration
Operation Completion

Work Order

EZ100
20 Operation Sequence
Transaction Type Complete Operation
Actual Date January 9, 2002
20 10
40 60
30
50
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Work Order Completion
Where to complete a Work Order:
Maintenance Workbench
Maintenance User Workbench
Maintenance Super User
Menu option
Work Order Completion

Work Order

EZ100
Complete Job Transaction Type
Reconciliation Code Completed
Actual Date February 3, 2002
Released Complete
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Work Order Completion

Work Order Completion

Work Order

EZ100
Complete Job Transaction Type
Reconciliation Code Completed
Actual Date February 3, 2002
Meter Readings
Meter Readings
Meter
Odometer

Current Reading
3000 miles
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Work Order Completion

Work Order Completion

Work Order

EZ100
Complete Job Transaction Type
Reconciliation Code Completed
Actual Date February 3, 2002
Quality Results





Work Request





Variance?
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Closing Work Orders
You can close a Work Order at any status within its
lifecycle.
Released Closed
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Agenda
Overview of eAM work management
Work requests
Work orders
Release approvals
Operations and tasks
Work order relationships
Work transactions
Work order planning
Summary
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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
Copyright 2007, Oracle. All rights reserved.
Agenda
Overview of eAM work management
Work requests
Work orders
Release approvals
Operations and tasks
Work order relationships
Work transactions
Work order planning
Summary
Copyright 2007, Oracle. All rights reserved.
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