7/5/2017 OracleEnterpriseAssetManagementUser'sGuide

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OracleEnterpriseAssetManagementUser'sGuide
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PreventiveMaintenance
Thischaptercoversthefollowingtopics:

Introduction
PreventiveMaintenanceOverview
Meters
EnteringMeterReadings
PreventiveMaintenanceScheduling
GeneratingWorkOrders

Introduction
ThischapterdiscusseshowWorkOrdersarecreatedautomaticallyusingpreventivemaintenanceschedules.Thefollowingtopicsarenecessarywhensetting
uppreventivemaintenance:

PreventiveMaintenanceOverview

Meters

PreventiveMaintenanceScheduling

PreventiveMaintenanceOverview
eAMgeneratesWorkOrdersautomaticallybasedonmeterreadings,runtimeand/orcalendardays.Anexampleofmeterbasedpreventivemaintenanceis
yourcar'soilchanges.Mostcarmanufacturersrecommendthatyouchangeyourengineoilevery3,000milesorsixmonths,whichevercomesfirst.

Tosetuptheabovescenario,defineyourcar'sodometerasameter.Next,associatethatmetertoanasset(yourcar),usingtheAssetMeterAssociation
window.Afteryouhaveassociatedthemetertotheasset,associatetheMaintenanceActivity(oilchange)thatshouldoccur,basedonthemetersyou
defined.ThisisperformedviaPreventiveMaintenanceScheduling.

PreventiveMaintenanceincludesthefollowingtopics:

Meters

ProjectandTaskSetup

DefiningMeterTemplates

DefiningMeters

AssociatingMeterTemplateswithAssetGroups

AssociatingMeterswithAssetNumbers

EnteringMeterReadings

PreventiveMaintenanceScheduling

DefiningSetNames

DefiningaPreventiveMaintenanceTemplate

EnteringPreventiveMaintenanceScheduleDefinitions

GeneratingWorkOrders

Meters
MetersaredefinedandassociatedwithAssetNumberstomeasureanassetorrebuildableitem'susage.Examplesincludeodometersorcounters.Metersare
usedinPreventiveMaintenanceSchedulingtoscheduleandgeneratePreventiveMaintenanceWorkOrders.

Meterrelatedtasksincludethefollowingtopics:

ProjectandTaskSetup(SettingUpchapter)

OracleSeibanSetup(SettingUpchapter)

DefiningMeterTemplates

DefiningMeters

AssociatingMeterTemplateswithAssetGroups

AssociatingMeterswithAssetNumbers

EnteringMeterReadings

EnteringMeterReadings

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AfteraWorkOrderiscompleted,meterreadingsarerequiredforallmeters,associatedwiththeWorkOrder'scurrentAssetNumber,thatappearinthe
RuntimeIntervalrulesinthePreventiveMaintenanceSchedulingDefinitionwindow(See:EnteringPreventiveMaintenanceScheduleDefinitionsandWork
OrderCompletion).Youcanenterstandalonemeterreadingsatanytime.

Note:ToenablethePreventiveMaintenanceSchedulerprocess,aninitialmeterreadingneedstohavealreadybeenentered.Thismighthavebeen
performedbyenteringaninitialreadingduringtheMeter'sdefinition.

TheMeterReadingwindowinvokeswithaDisablebuttonbasedontheDisableMeterReadingfunctionsecuritysetting.Ifyoudonothaveaccesstothe
functionsecurity,eAMDisableMeterReading,thentheDisablebuttondoesnotdisplayandyoucannotdisableameterreading.

Toentermassmeterreadings

1.NavigatetotheMassMeterReadingspage(Assetstab>MassMeterReadingssubtab).

MassMeterReadings

2.OptionallyenteraMeterNameandthenchooseGo.

3.OptionallyenteranAssetNumberandthenchooseGo.Allmetersthatareassociatedwiththisassetappear(See:See:AssociatingMeterswithAsset
Numbers).

4.EnteraValueorChangeReadingvaluefornewmeterreadings,dependingonthemetertype.IfthemeterisanAbsolutetype,theValuecolumnis
enabled.IfthemeterisaChangetype,theChangecolumnisenabled.TheChangefieldindicatesthedifferencebetweenthelastreadingandthe
currentreadingitdefaultswhentheValuefieldispopulated.TheChangefieldindicatesthedifferencebetweenthelastreadingandthecurrent
reading.TheChangevalueisusedtocalculatetheLifeToDateReading,withintheLatesttabbedregion.

5.OptionallyenteranynecessaryComments.

6.OptionallyenterResetinformation.

a.IfyouenteraResetReadingvalue,youareresettingthesourcemetertothisvalue.Forexample,ifamotormustbereplaced,youcanresetthe
meterreadingvalueofthepump,associatedwiththemotor.

CompaniescanassociateaSourceMetertoanAssetNumber/Meterassociation.TheSourceMeterreadingsubsequentlyfeedscorresponding
metersthatareassociatedwithassetswithintheMeterHierarchy(See:DefiningMetersformoreinformationonMeterHierarchies).

b.OptionallyselecttheIncludeTargetResetcheckboxtoresetthecurrentasset'stargetmetertothesourcemeter'sResetReading.

c.OptionallyenteraResetComment.

Note:Youcannotresetpastmeterreadingsifameterreadingisenteredafterthereadingdate.

7.ChooseApplytosaveyourwork.

8.OptionallyselecttheHistoryicontoviewallmeterreadingsfortheselectedmeterandcurrentAssetNumber.Thishelpsyoutomakelogicaldecisions
whenenteringandupdatingmeterreadings.Forexample,youcanviewthelastmeterreading,enablingyoutomakealogicalchoicewhenenteringthe
nextmeterreading.

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a.TheLifeToDatefielddisplaystheaccumulatedmeterreadings,whichisusuallythesameasthecurrentmeterreading.Thecurrentmeter
readingandLifeToDatevaluesaredifferentifyouhavepreviouslyenteredaResetReading.Forexample,beforethereset,boththecurrent
meterreadingandtheLifeToDatevaluewere17,000.Youthenresetthemeterto3,000.TheLifeToDatevaluecontinuestoincreasefrom
17,000,whilethecurrentmeterreadingincreasesfrom3,000.ThesystemusestheLifeToDatemeterreadingtocalculatetheUsageRateand
includestheinitialreading.

b.OptionallyselecttheDisableicontodisableapastmeterreadingforthecurrentReading.Ifmeterreadingsareenteredbeforeresettingthe
meter,youcannotdisablethosemeterreadings.Themostcurrentreadingbeforethemeterisresetcannotbedisabled,unlessthemeterreset
readingentryisdisabled.

Note:PreventiveMaintenanceSchedulingdoesnotuseanydisabledinformation.Afterameterreadingisdisabled,youcannotreenableit

PreventiveMaintenanceScheduling
eAMenablesyoutogenerateWorkOrdersautomaticallyusingapreventivemaintenanceschedule,basedonRuntimeRules,DayIntervalRules,andList
Dates.Forexample,aforkliftmightneedservicingafter100motorrunninghours,or90days,whichevercomesfirst.Metersareusedtokeeptrackofasset
usage.

PreventiveMaintenanceSchedulingtasksincludethefollowingtopics:

DefiningSetNames

DefiningaPreventiveMaintenanceTemplate

CreatingSuppressionTemplates(SettingUpchapter)

EnteringPreventiveMaintenanceScheduleDefinitions

GeneratingWorkOrders

GeneratingWorkOrders
AfteryouhaveestablishedPreventiveMaintenanceSchedulingdefinitions,youcangenerateWorkOrders.TherearetwowaystogenerateWorkOrders.You
canexecutetheGeneratePreventiveMaintenanceWorkOrdersprocess,oryoucanimplementforecastedWorkOrdersfromtheMaintenanceWorkbench.

WhenexecutingtheGeneratePreventiveMaintenanceWorkOrdersprocess,theprogramcreatessuggestedWorkOrders,basedonthedateormeterrules
thatareassociatedwiththeschedulingdefinitionsthatyoudefined.See:EnteringPreventiveMaintenanceScheduleDefinitions.Youshouldschedulethis
processtoperiodicallyexecute,automatically.Youcanexecutethisprogrammanuallyatanytime,byaccessingthemenuoption.

IfyouwanttoreviewandoptionallyselectWorkOrdersthatcreateusingthisprocess,youcanaccesstheMaintenanceWorkbench.Thisenablesyoutoview
theWorkOrdersbeforeactuallycreatingthem.YoucanlaunchthePreventiveMaintenanceSchedulertoimplementforecastedWorkOrders.See:Usingthe
MaintenanceWorkbench.

Thefollowingareinstructionstoinvoketheprocessfromthemenu:

Togenerateworkorders

1.NavigatetotheGeneratePreventiveWorkOrderswindow.

ImportJobsandSchedules

2.IntheParameterswindow,selectaStartDate.

3.SelectaCutOffDate.

ParametersWindow

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Tofurthernarrowdownthedataselection,youcanenteranyofthefollowingparameters:

4.OptionallyselectanArea.Areasarewhereyourassetsreside.

5.OptionallyselectanAssetCategory.ThisistheClassandSubclasscode,suchasCRANE.OVERHEADorBUILDING.FLOOR.

6.OptionallyselectanOwningDepartment.

7.OptionallyselectanAssetTypefromthelistofvalues.ValidvaluesareCapitalandRebuildableInventory.

8.OptionallyselectanAssetGroupifyoupreviouslyselectedanAssetType.

9.OptionallyselectanAssetNumberifyoupreviouslyselectedanAssetType.

10.OptionallyselectaSetNametoimplementWorkOrdersthatareforecastedagainstdefaultPreventiveMaintenanceSchedulesinthisset.IfaSetName
isspecified,youwillonlypickdefaultPreventiveMaintenanceSchedulesfromthatPMSetforWorkOrdergeneration.

11.OptionallyselectaProject.

12.OptionallyselectaTaskifyoupreviouslyselectedaProject.

13.OptionallyselectaParentWorkOrder.

14.ChooseOK.

15.OntheGeneratePreventiveMaintenancewindow,chooseSubmit.

RelatedTopics

SubmittingaRequest, OracleApplicationsUser'sGuide

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