Getting Started with PeopleSoft Enterprise Maintenance Management

This chapter presents an overview of Oracle's PeopleSoft Enterprise Maintenance Management and discusses:

PeopleSoft Maintenance Management business processes.
PeopleSoft Maintenance Management integration touch points.
PeopleSoft Maintenance Management implementation.

PeopleSoft Maintenance Management Overview

PeopleSoft Enterprise Maintenance Management serves a key role in the Plan to Retire business process by enabling your organization to plan, construct, maintain, and replace assets in accordance with your organization’s strategic goals.

With this application, you can:

Create an online self-service service request to obtain either service or repair on an asset.

If the agent receiving the service request needs additional help in completing the request, then the agent can create a work order based on the service request.
Create and approve a work order to serve as the primary vehicle for planning, scheduling, executing, and costing the maintenance, repair, upgrade, and construction of assets.

Users can initiate work orders from the PeopleSoft CRM Help Desk application, PeopleSoft Project Costing, PeopleSoft Program Management, and Service Requests in PeopleSoft Maintenance Management. They can create and manage express work orders, standard work orders, and preventive maintenance work orders. In addition, using Web Services functionality, an external system monitors the condition of an asset and issues an alert to PeopleSoft Maintenance Management when the condition of the asset is abnormal and needs maintenance or repair. A planner/scheduler then creates a condition-based work order. PeopleSoft Maintenance Management integrates with PeopleSoft Asset Management to manage and track the retirement, replacement, and disposal of assets, as well as handle asset component changeouts. Users can also generate warranty claims for assets selected for work order tasks.
Set up work order job templates and work order task templates to predefine work order task requirements.

Templates define combinations of resources that you can apply to work orders and work order tasks, reducing the amount of data entry needed to define work orders and lowering the potential for errors.
Create work order tasks within the work order that specifically define all aspects of each activity needed to complete a work order.
Optionally assign each work order task to a problem group, problem, cause, and resolution to facilitate tracking and analysis of issues and failures and standardize resolutions to problems.
Plan and identify labor, inventory, purchasing, and tool resource requirements and determine estimated costs for each work order task that is needed to complete a work order.

Use Inventory, if desired, to plan and identify inventory parts requirements needed to complete a work order task. You can also use PeopleSoft Purchasing to procure labor, tools, and non-inventory material resources.
Schedule labor resources:
- Determine the availability and qualification of individual labor resources in order to schedule them appropriately to work order tasks.
- Establish crew capacity and availability to schedule a crew in the Crew Scheduling Workbench for a specified period of time.
- Use the Labor Assignment Workbench to assign individuals and members of crews to multiple work orders and work order tasks.
- Use crew metrics to measure crew performance, which includes scheduled hours, unplanned hours, carryover hours, and completed hours, to plan for crew scheduling in future periods.
Schedule Inventory parts:
- Specify inventoried parts, check the availability, commit the parts, and reserve the parts in inventory to schedule their use for each work order task.
- If available, select inventory parts associated with an asset using the Equipment Parts List (EPL) set up in PeopleSoft Asset Management.
  
  You can set up an equipment parts list (EPL) in PeopleSoft Asset Management that defines inventory and non-inventory materials that are used to maintain and repair an asset. Users can access EPL directly from PeopleSoft Maintenance Management and use it to define resource requirements when scheduling a work order task.
Note. Use of Inventory is optional.
Schedule the purchase of non-inventoried items, tools, and labor services, as well items that are on-hand in the shop.
- Check for the availability of selected non-inventory rows.
- Create purchase orders or requisitions for selected rows.
Note. Installation of PeopleSoft Purchasing is required for PeopleSoft Maintenance Management.
Schedule tools:

Check tool availability.
Create time-driven and/or meter-driven preventive maintenance schedules that enable the application to calculate the next maintenance due date and automatically generate work orders.

Each preventive maintenance schedule is associated with a work order job template, which defines the resource requirements and task steps for the work order. Users run the Preventive Maintenance (WM_PM) process to generate work orders. They can also run the Preventive Maintenance Projection process to generate projections that can be viewed online or loaded into Microsoft Project.
Export work order scheduling data and preventive maintenance projections into Microsoft Project for workload balancing, planning, and tracking, and import the files into PeopleSoft Maintenance Management.
Enable assigned schedulers to manage their work order schedules using the Work Order Workbench.
Execute and complete work orders:
- Enable technicians, or an authorized user, to access the Technician Workbench, where they can enter time spent on a work order task for individuals and crews, as well as report and update usage of materials and tools.
  
  A technician can also print out assigned tasks, change the status of work order tasks, update actual dates and times, add problem, cause, and resolution data, enter meter readings, identify causal parts, view and add work order task notes, update specific asset information, including asset downtime, view work order task instructions, update work order task checklists, and work with file attachments. This feature also has powerful and flexible task searching capabilities.
- Use the Work Order Completion component to expedite the entry of labor time, material and tool usage, enter causal parts, complete the checklist, update meter readings, review and add notes, enter asset downtime, and change the status for tasks associated with a single work order.
Integrate with PeopleSoft Project Costing and PeopleSoft Asset Management to capture actual work order costs, calculate asset capitalization, and generate chargeback accounting entries based on work performed on an asset.
Automatically close the work order and update and track all costs in PeopleSoft Maintenance Management.
Review inquiries, which include the Asset Maintenance History, Work Order History, Work Progress Tracking, Purchasing and Pegging, Chargeback, Capitalization, Crew Schedule, Crew Schedule Metrics, Crew Capacity Plan, Preventive Maintenance, and Preventive Maintenance Projections.
Generate reports, which include the Crew Capacity Report, Crew Schedule and Assignment Report, Crew Unscheduled Work Report, Crew Carryover Work Report, Schedule Completion Report, Material Readiness Report, Preventive Maintenance Reports, Labor Assignment Report, Material Assignment Report, Procurement/On-Hand Report, Tool Assignment Report, Instruction Report, Checklist Report, Work Order Notes Report, Work Order Task Notes Report, and Equipment Parts List.

PeopleSoft Maintenance Management Business Processes

We discuss these business processes in the business process chapters of this PeopleBook.

Creating a service request.
Creating a work order.
Approving a work order.
Defining labor, inventory, non-inventory, and tool resource requirements.
Scheduling labor, inventory, non-inventory, and tool resources for a work order.
Performing crew scheduling.
Executing a work order, recording and capturing costs, and updating the PeopleSoft Maintenance Management transactions in the appropriate subsystems.
Generating a work order using the Preventive Maintenance process (WM_PM).
Generating projections using the Preventive Maintenance Projection process.
Closing a work order and updating PeopleSoft Maintenance Management costs.
Tracking PeopleSoft Maintenance Management costs.
Performing PeopleSoft Maintenance Management inquiries.
Generating PeopleSoft Maintenance Management reports.

The following process flow introduces PeopleSoft Maintenance Management business processes.

PeopleSoft Maintenance Management Business Processes

PeopleSoft Maintenance Management Integration Touchpoints

PeopleSoft Enterprise Maintenance Management integrates with these PeopleSoft applications.

PeopleSoft Enterprise Asset Management.
PeopleSoft Enterprise Project Costing.
PeopleSoft Enterprise Purchasing.
PeopleSoft Enterprise Payables.
PeopleSoft Enterprise General Ledger.
PeopleSoft Enterprise Inventory.
PeopleSoft Enterprise IT Asset Management.
PeopleSoft Enterprise Expenses.
PeopleSoft Enterprise Real Estate Management.
PeopleSoft Enterprise Resource Management.
PeopleSoft Enterprise Program Management.
PeopleSoft Enterprise CRM.

PeopleSoft Maintenance Management Integration Diagram

We discuss the integration considerations in the implementation chapters of this PeopleBook.

Supplemental information about third-party application integrations is located on the PeopleSoft Customer Connection web site. Third-party products that are used by PeopleSoft Maintenance Management are:

Microsoft Project.
Verity.

PeopleSoft Maintenance Management Implementation

PeopleSoft Setup Manager enables you to generate a list of setup tasks for your organization based on the features that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding PeopleBook documentation.

Other Sources of Information

In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation guides, table-loading sequences, data models, and business process maps. A complete list of these resources appears in the preface in the PeopleSoft Enterprise Application Fundamentals 9.0 PeopleBook with information about where to find the most current version of each.