Glossary

Glossary

activity
Identifies a maintenance activity for an asset. An oil change is an Activity for a car. An Activity is often preplanned and can be used repetitively to create Work Orders that require similar maintenance on Assets.
area code
User-defined lookup that can be utilized to logically sort assets by where they are physically located or typically maintained.
asset attributes
Unique information that describes the characteristics of an asset. Each asset can have unlimited asset attributes.
asset bills of material
A "parts list" of items and rebuildable spares that make up a particular asset item, and can be defined for each asset group. The items defined on an asset BOM are standard inventory items (set up in the Master Item window).
asset category
A standard naming convention that defines assets with familiar terms and establishes how to classify assets for reporting and analysis.
asset group
Represent the classification of equipment. Examples include Trucks, Pumps, Towers, Buildings, Storage Tanks, and Turbines. Assets that have similar physical configurations and maintenance requirements should belong to a single Asset Group.
asset hierarchy
A single structure that depicts assets and their constituent elements in parent/child relationships, as maintained by the maintenance organization. It provides information that enables a user to quickly identify the relationship via an Asset Navigator that displays appropriate asset details.
asset maintenance bill of material
BOM used to list all items and rebuildable spares needed to perform a particular asset activity, and can be defined for each asset activity. For example, you may have an asset activity titled, Oil Change. The items necessary to perform this activity include a filter, oil, etc. As Maintenance BOMs are created, they are associated to an asset activity.
asset number
A unique number that represents an asset or piece of equipment on which maintenance will be performed. An example of an asset number would be a Pump-101, or Toyota Truck 01.
asset route
A "virtual asset" that enables multiple assets to be associated to a single work order. It eliminates the need for creating multiple work orders for the same activity.
base interval
The minimum of a space of time (90 days), or meter reading (7,500 miles) between when PM activities included in one PM schedule should be performed. It can be considered a common denominator among the multiple activities included in one PM Schedule that share a common base interval.
breach based maintenance
Work generated by violating established tolerances, based on asset specifications. This can include changes to pressure, flow rates, or temperature. These violated tolerances can automatically generate work requests for further service.
CMMS (computerized maintenance management system)
A computerized system to assist with the effective and efficient management of maintenance activities through the application of computer technology. It generally includes elements, such as a computerized Work Order system, as well as facilities for scheduling Routine Maintenance Tasks, recording and storing Work Orders, Bill of Material and Application parts Lists, as well as other numerous features.
craft
Personnel performing maintenance tasks, such as "hands on tools". Personnel may include mechanics, electricians, instrumentation technicians, machinists, utilities and facilities workers, etc. For personnel performing both operation and maintenance functions (for example, roll grinder, boiler room, or air compressors) include in the numbers that percentage of time spent maintaining. Contract employees that are on-site, full time are included.
crew
A group of employees that work together, usually under one supervisor. Sometimes a crew is in charge of a specific area and may have the same craft, such as general mechanics or they may have mixed crafts, such as electricians, and instrumentation technicians.
component (See: rebuildable spare)
A section, piece, or part of an asset that is removable, can be rebuilt or repaired, and interchangeable with other standard components (for example, engine).
condition based maintenance
The result of an assets's meter readings that may reflect the current condition of an asset. The results of such readings will affect the sequence of preventive maintenance work orders. Condition of an Asset can also be tracked by tracking its Quality Results.
current cycle
The current execution cycle of a Preventive Maintenance cycle for an asset. This field is automatically updated by the system when preventive maintenance work orders generated out of a given schedule are completed.
current interval count
The current execution interval within a current running cycle. This field is automatically updated by the system when preventive maintenance work orders generated out of a given schedule are completed. It is advisable not to change the current cycle and current interval count after initial definition, unless really required to do so. These fields can be disabled for edit by users through function based menu exclusions.
cycle
A complete round of maintenance activities performed on an asset that share a common base interval of a meter or time period, or both, or a multiple of the shared intervals. Once the cycle of activities is completed, the cycle should start over.
cycle interval
The duration of time or meter readings to complete the entire cycle.
dependent steps
Operations can be dependent upon another operation; you cannot uncomplete the operation's dependency if the current operation is complete. For example, operation 20 is dependent on operation 10 completing. You cannot uncomplete operation 10 once operation 20 has been completed.
direct items
Represent items with infrequent use or criticality; they are not included in the internal catalog as stocked items. These items are contrived as "one off", bought directly from a vendor for a specific Work Order and Operation.
downtime
Specifies the time the asset was unavailable to production due to maintenance.
duration (hours)
Identifies the total elapsed time of the Work Order. It has a unit of measure in hours. It is manually entered, or is calculated as the difference between the Estimated Start Date and Estimated End Date.
easy work order
Referred to as an unplanned work order, it enables quick entry of a work order; it is automatically created at a Released status, enabling you to execute work immediately.
equipment
All items of a durable nature, capable or continuing or repetitive utilization by an individual or organization, defined to the level at which maintenance is to be managed.
fixed asset
Identifies Accounting's Asset ID for reporting.
forecast
Projected work that is or will be required within a user defined period of time.
handover
Enables a supervisor to re-assign an operation to another supervisor, for the continuation of incomplete work.
intervals per cycle
The number of base intervals that comprise the complete cycle. For example, 12 monthly intervals would comprise a 1-year cycle, and four 7,500 miles base intervals would comprise a 30,000-mile cycle.
labor
Assignment of work to repair, inspect, or resolve a problem. It is expressed in hours, and can be divided by crafts or skills.
maintained group
Represents an Asset Group or Rebuildable Item.
maintained number
Represents an Asset Number or Serialized Rebuildable.
maintenance schedule
A list of planned maintenance tasks to be performed during a given period of time, together with the expected start times and duration of each of these tasks. Schedules can apply to different time periods (for example, Daily Schedule, Weekly Schedule, etc.).
maintenance user
An internet-based user interface for both maintenance and operations personnel. It provides an easy approach to entering and searching for information from any browser, and designated for the casual user (for example, tradespeople, such as fitters, mechanics, and electricians), in a plant or facility.
meters
Used to measure asset usage and periodically service the asset, based on the measurement. For example, an odometer. Another example is a pipe may start out at 12 millimeters, but when it wears to only four millimeters, it needs to be replaced.
non-stock items
These items are included in the internal catalog, but the decision has been made to not maintain them in an inventory balance or ordering policy, other than to purchase or make them as required.
operation completion
The completion of tasks/steps within a work order.
organization
A distinct entity in a company. It may include separate manufacturing facilities, warehouse distribution centers, and branch offices. Organizations often define boundaries within information sharing.
owning department
Identifies the role responsible for owning the work outlined within a Work Order.
planned work
Maintenance work for which a detailed work order has been written. All materials have been made available before the work order starts. The equipment to be maintained has been taken out of service, cleaned, and prepared, before the work starts, if required. Special tools, equipment, resources, and services have been scheduled for this work order. The work order must appear on a plan before the start of the period in which the work is to be carried out.
preventive maintenance
Maintenance carried out periodically, or by usage (throughput), that is intended to reduce the probability of failure or degradation of physical condition of an asset. This can be based on a meter or time.
preventive maintenance (PM) work order
A work order referencing a maintenance activity, sometimes referred to as a PM work order, and is created by the PM Scheduling process.
RCM (reliability centered maintenance)
The predictive approach to maintenance that trends an asset's performance and captures data. This data will help the maintenance organization to better strategize their Preventive Maintenance programs.
rebuildable item
Represents the classification of serialized or non-serialized rebuildables.
routine maintenance work order
These are the work orders that result from inspection, requests, etc. There are two types: work orders referencing a maintenance activity but created manually, and work orders created manually and not referencing a maintenance activity.
scheduled start date
This date is manually entered and is used to communicate to the system the scheduled date for the current Work Order.
serialized items
Typically tracked, and are often times rebuilt and issued properly. They are tracked with a history of failure and repair data, that is maintained for each serialized instance, regardless of their location.
serialized or non-serialized rebuildable (See: component)
Items that are installed, removed, and refurbished. Examples of rebuildables include, motors, control boxes, and computer boards. These items are not assets, however, they need to be associated with work orders for maintenance purposes. They are inventory items, and can be serialized. They are also referenced as portables or "components".
shutdown type
Indicates if a shutdown is required of the asset when performing the work order. If it is associated with an asset activity, it will inherit the value from the asset activity.
stock items
Items for which either the frequency of use or equipment criticality/lead time to obtain replacement parts, mandates that they be stocked in Inventory. Therefore, they utilize planning parameters to generate replenishment orders.
tagout required
Indicates that the asset needs to be secured before carrying out the work order, usually for safety reasons. Tags are generally printed and placed on an asset, warning workers that the asset is shutdown and should not be started. This field is intended for future use in eAM.
work in process (WIP) accounting class
A set of accounts that you use to charge the production of an assembly. You assign accounting classes to discrete jobs, and repetitive schedules. Each accounting class includes distribution accounts and variance accounts, and they are used in cost reporting.
work order
A plan that defines the resources and material equipment needed to conduct work, and then associated start and end dates.
work order closure
A work order that is unavailable for charges or any type of transaction. Closing a work order calculates final costs and variances, creating history for the work order.
work order completion
The completion of the entire work order. The operations within a work order do not need to be complete in order to complete the work order.
work order duration
The duration of the work order. The difference between completion date and start date.
work order operation
Operations (also known as tasks/steps) that prepare the instructions to perform a single activity, within the context of the work order.
work request
A request to have work performed on a maintainable asset.