PeopleSoft Enterprise Maintenance Management 9.1 PeopleBook

Setting Up and Using Condition-based Maintenance

This chapter discusses how to:

Set up CBM rules.
Create and update a CBM alert in PeopleSoft Maintenance Management
Create a CBM alert using Web Services.

Understanding Condition-based Maintenance

Oracle's PeopleSoft Enterprise Maintenance Management condition-based maintenance (CBM) enables you to make maintenance decisions based on the actual condition of the asset. You can identify equipment problems early, when they are less costly to correct, and perform maintenance only when needed.

Condition-based maintenance in PeopleSoft Maintenance Management:

Requires the setup of Web Services and Integration Broker to enable communication to external monitoring systems, as well as the setup of PeopleSoft workflow and condition-based maintenance rules for PeopleSoft Maintenance Management.
Uses alerts generated from real-time equipment monitoring devices that assess equipment conditions against predefined, normal operation parameters.
Provides real-time alerts when equipment is operating outside of normal bounds so appropriate maintenance action can be taken.
Initiates appropriate maintenance action, including creation of a work order, and PM schedule updates.

External systems measure and analyze current equipment readings and determine whether the condition of the equipment is outside of normal operating parameters. When the condition is outside normal operating parameters, an alert triggers a response and follow-up action. Users can manually create an alert or an external software program can create an alert.

Then, depending on the setup rules, the system sends a message to the CBM coordinator by email or through a worklist indicating the condition exists. The CBM coordinator reviews the alert and can either create a work order, or, if the alert can be handled using a preventive maintenance work order, the coordinator updates the PM schedule, which is used by the Preventive Maintenance process to generate a work order. The system tracks the status of an alert throughout its life cycle.

Terminology

The following terms are included in this chapter:

Web Service	Web service as a software service exposed on the Web through SOAP, described with a WSDL file and registered in UDDI. Web services are the fundamental building blocks in the move to distributed computing on the Internet.
SOAP	As the communications protocol for Web services, SOAP is a lightweight protocol intended for exchanging structured information in a decentralized, distributed environment. SOAP uses XML technologies to define an extensible messaging framework, which provides a message construct that can be exchanged over a variety of underlying protocols. The framework has been designed to be independent of any particular programming model and other implementation specific semantics.
WSDL	WSDL (often pronounced whiz-dull) stands for Web Services Description Language. A WSDL file is an XML document that describes a set of SOAP messages and how the messages are exchanged. WSDL is an XML format for describing network services as a set of endpoints operating on messages containing either document-oriented or procedure-oriented information. The operations and messages are described abstractly, and then bound to a concrete network protocol and message format to define an endpoint. Related concrete endpoints are combined into abstract endpoints (services).

PeopleSoft Maintenance Management CBM Setup Considerations

There are specific steps that you must perform to enable condition-based maintenance in PeopleSoft Maintenance Management.

To create alerts using Web Services, set up:
- The external system that is used for monitoring the asset must follow Web Service standards and publish WSDL.
- Web Services to work with PeopleSoft Integration Broker, which enables component interfaces and messages to be offered to third parties as web services.
To create both Web Services and manual alerts, you must assign the role and route control profiles to the CBM coordinator's user profile.

The role of CBM Coordinator (WM_CBM_COORDINATOR) and the Route Control Profile (WM_CBM_US001) have already been set up in the system data.

PeopleSoft Workflow sends a notification message. In the worklist and email, use the "Two Route Controls Qry" from the recipient in the Fields Mapping. The role WM_CBM_COORDINATOR is passed as a bind variable for ROLENAME. Business unit and shop ID are passed as the other two bind variables.
In PeopleSoft Maintenance Management, set up condition-based maintenance rules.

The system uses the rules you set up on the Condition-Based Maintenance Setup page to route alerts to the correct work order business unit and shop and thus the appropriate CBM coordinator. These rules also indicate maintenance type, work order type, and service group default values that will display in the work order or the PM schedule depending on the selected rule. The rules are selected by weighting each of the characteristics They provide default values for these actions:

Update a PM schedule and run the Preventive Maintenance Process to generate a work order.
Create a work order manually.

Important! You must set up a user in PeopleSoft Security for the CBM Coordinator role.

The condition-based rules assign a weight to each of the attributes of an asset. The system matches the attributes of the asset associated with the alert with these rules and assigns the with rule with the highest total weight. The asset attributes and their associated weights are:

Asset Type: weight = 1
Asset Subtype: weight = 2
Asset Location: weight = 4
Asset Area: weight = 8
Asset ID: weight = 16

You can also enter a wildcard for the above attributes, which is equal to zero (0).

Note. You can assign any values you want to each attribute, if desired.

For example, if an external system is monitoring the condition of a building's air conditioning system where each unit has a monitoring attached to it that measures electrical load produced by the air conditioner. If the monitor on Unit A indicates that the electrical load has increased out of normal range, the system issues a message that the unit needs repair. Unit A is identified as: Asset Type: Facility; Asset Subtype: HVAC/Heating

Asset Type: Facility
Asset Subtype: HVAC/Heating
Asset Location: US001
Asset Area: Building B
Asset ID: BAC000000A1

The condition-based rules that are set up in your system include (both tables apply to the same 5 rules) :

Row#	Asset Type (wt = 1)	Asset Subtype (wt =2)	Asset Location (wt =4)	Asset Area (wt =8)	Asset ID (wt =16)	Total Row Weight
1	% 0	% 0	% 0	% 0	% 0	0
2	IT Hardware 1	SERVER 2	% 0	% 0	% 0	3
3	IT Hardware 1	Laptop 2	US001 4	% 0	% 0	7
4	Facility 1	HVAC/Heating 2	US001 4	% 0	% 0	7
5	Facility 1	HVAC/Heating 2	% 0	% 0	% 0	3

Row#

Asset Type (wt = 1)

Asset Subtype (wt =2)

Asset Location (wt =4)

Asset Area (wt =8)

Asset ID (wt =16)

Total Row Weight

IT Hardware

SERVER

IT Hardware

Laptop

US001

Facility

HVAC/Heating

US001

Facility

HVAC/Heating

Row #	Business Unit	Shop	Maintenance Type	WO Type	Service Group
1	US001	Shop A	MINOR	CM	MAINT
2	US001	Shop B	MAJOR	PM	MAINT
3	US001	Shop B	MINOR	PM	MAINT
4	US002	Shop A	MINOR	CM	MAINT
5	US002	Shop C	MINOR	PM	MAINT

Based on the asset attributes you selected and the rules, the system matches:

Asset Attribute	Selected Asset Attributes	Matching Rule
Asset Type	Facility	Row 4 - Facility Row 5 - Facility
Asset Subtype	HVAC/Heating	Row 4 - HVAC/Heating Row 5 - HVAC/Heating
Location	US001	Row 4 - US001 Row 5 - %
Asset Area	Building B	Row 4 - % Row 5 - %
Asset ID	BAC000000A1	Row 4 - % Row 5 - %

RESULT: The system selects Row 4 because the total weighting for Row 4 = 7 and the total weighting for Row 5 = 3. Since row 4 is higher, the system will default the values work order business unit (US001), shop (Shop A), maintenance type (Minor), work type (CM), and service group (MAINT).

Note. Row 1 is also matched because the weight = 0. It is wise to include this general rule to enable the system to catch all of the alerts should no specific rule exist.

Each alert has a system-generated ID. During setup you specify the last CBM alert ID number used. The system uses this number to generate sequential Alert IDs for the Asset Management Business Unit alerts.

See PeopleTools PeopleBook: Integration Broker

Condition-Based Maintenance Alerts Issued Using Web Services

An external condition monitoring system sends a SOAP (Simple Object Access Protocol). request to PeopleSoft Maintenance Management when it detects an asset that is out of operational limits. Condition-based Maintenance receives the message of an alert via Web Services working with PeopleSoft Integration Broker.

When the system receives an alert from an external condition monitoring system it takes the following steps:

Receives the SOAP request message of a new alert.
Validates the SOAP request message.
Uses the matching rules to populate the work order Business Unit and Shop ID.
Generates the Alert Identification.
Triggers the workflow to notify the person with the CBM Coordinator role and matching profile.
Saves the alert.
Sends back Alert Identification in a SOAP response message.

If the system finds an error in the request it sends back an error message to the external condition monitoring system. If the system cannot find a matching rule or a CBM Coordinator role user, it sets the status of the alert to Error when the alert is saved.

See Enterprise PeopleTools PeopleBook: "Integration Broker"

Condition-Based Maintenance Alerts Issued Manually

To enter an alert manually:

A user determines that an asset performing outside operational limits.
The user creates an alert on the Condition-based Maintenance Alert page.
System matches the input to the Condition-based Maintenance Rules and populates the work order business unit and shop ID fields in the alert.
The system generates an Alert Identification.
Alert triggers workflow to notify the CBM Coordinator.
Save the alert, which updates the Alert Status History.

CBM Work Order Creation Process

After receiving an alert the CBM Coordinator can create a work order, or update the PM schedule and the Preventive Maintenance process generates a work order. When the CBM coordinator clicks the Create Work Order button the system retrieves the default values and displays them on the Create Work Order page based on the matching rule. The CBM Coordinator can change the values if desired. The system creates the work order when the CBM Coordinator submits the request by clicking the OK button. You must access the work order component to create tasks and assign and schedule resources. If you plan to schedule a crew for this work order, you must use the Crew Scheduling Workbench and the Labor Assignment Workbench as well. The system updates the alert status to Work Order Created. When a work order is closed or cancelled the system updates the status of the related alert to close.

If the CBM Coordinator clicks the Update PM Schedule button, the Update PM Schedule page contains the default values based on the rules. The system updates the PM schedule, which was set up for this asset, and displays the schedule ID on the Condition-Based Maintenance Alert page. The system also updates the CBM Alert tab of the Preventive Maintenance Schedule Workbench for the PM schedule, indicating the source of the alert and if the override option is turned on in the schedule to enable the Preventive Maintenance process to generate a work order.

Setting Up CBM Rules

To set up CBM rules use the Condition-Based Maintenance Setup (WM_CBM_RULE) component.

This section provides an overview of CBM rules and discusses how to define CBM rules.

Page Used to Set Up CBM Rules

Page Name	Definition Name	Navigation	Usage
Condition-Based Maintenance Setup	WM_CBM_RULE	Set up Financials/Supply Chain, Product Related, Maintenance Management, Setup, CBM Rule Setup	Define CBM rules.

Defining CBM Rules

Access the Condition-Based Maintenance Setup page. (Select Set up Financials/Supply Chain, Product Related, Maintenance Management, Setup, CBM Rule Setup.)

Define the CBM rules and last alert ID for the Asset Management Business Unit.

Last CBM Alert ID	Enter a number. The system uses the number to generate sequential alert IDs starting with the number following your entry.
Asset Type	Select a wildcard (%) to represent all asset types or select a specific asset type from your list.
Asset Subtype	Select a wildcard (%) to represent all asset subtypes or select a specific asset subtype from your list.
Location	Select a wildcard (%) to represent all asset locations or select a specific asset location from your list.
Area ID	Select a wildcard (%) to represent all area IDs or select a specific area ID from your list.
Asset ID	Select a wildcard (%) to represent all asset IDs or select a specific asset ID from your list.
Weight Points	Displays the total weight for the selected values for each row. The values are Asset Type (1), Asset Subtype (2), Asset Location (4), Asset Area (8), and Asset ID (16). Wildcards = 0. See Setting Up and Using Condition-based Maintenance.
Business Unit	Select the work order business unit to serve as the default value in the work order for the selected row. You must specify a default value and cannot use a wildcard in the fields for the Business Unit, Shop, Maintenance Type, Work Type, and Service Group.
Shop	Select the shop to serve as the default value in the work order for the selected row.
Maintenance Type	Select the maintenance type to serve as the default value in the PM schedule for the selected row.
Work Type	Select the work (order) type to serve as the default value in the work order for the selected row.
Service Group	Select the service group to serve as the default value in the work order for the selected row.

Creating and Updating a CBM Alert in PeopleSoft Maintenance Management

To create and update CBM alerts in PeopleSoft Maintenance Management use the Condition-Based Maintenance Alert (WM_ALERT) component.

This section provides an overview of CBM alerts in PeopleSoft Maintenance Management and discusses how to:

Create a CBM alert in PeopleSoft Maintenance Management.
Update a PM schedule.
Create a work order.
Review the alert status history.

Pages Used to Create and Update a CBM Alert in PeopleSoft Maintenance Management

Page Name	Definition Name	Navigation	Usage
Condition-Based Maintenance Alert	WM_ALERT	Maintenance Management, Condition-Based Maintenance, Alert	Enter a new CBM alert and respond to alerts entered manually or generated from an integrated system.
Update PM Schedule	WM_ALERT_UPD_PM_SP	Click the Update PM Schedule button on the Condition-Based Maintenance Alert page.	Update the PM schedule.
Create Work Order	WM_ADD_WO_SP	Click the Create Work Order button on the Condition-Based Maintenance Alert page.	Create a work order.
Alert Status History	WM_ALERT_STATS_SEC	Click the Status History link on the Condition-Based Maintenance Alert page.	View the status history of the alert.

Creating a CBM Alert in PeopleSoft Maintenance Management

Access the Condition-Based Maintenance Alert page. (Select Maintenance Management, Condition-Based Maintenance, Alert.)

Only the CBM coordinator can add or update an alert. You must save the component before you can update the PM schedule, create a work order, or close the alert. When you save, the system sends a notification message based on workflow routing controls. If the system cannot find a corresponding CBM rule it displays There is no matching rule found for the alert. If the system cannot find a user for the notification it displays There is an error in triggering workflow. The administrator or CBM coordinator can manually correct the errors.

Alert ID	Displays the alert number generated based on the last alert number.
Location	Displays the location of the asset.
Area ID	Displays the specific area in which the asset is located.
Alert Datetime	Displays the local date and time based on a local time zone and the date and time based on GMT (Greenwich Mean Time) date and time. If you select a local time zone that is not supported, the local date and time does not appear and the dropdown box shows Invalid.
Measurement Location	Indicates the location where the measurement, which triggered the alert process was taken.
URL	Displays the URL for the integrated monitoring system.
Alert Remark	Enter additional information about the alert.
Alert Level	Select a number between 1 and 5 to indicate the priority and severity of the problem.
Alert Status	Indicates the status of the alert. Alert statuses are identified in Reviewing the Alert Status History. See Reviewing the Alert Status History.
Status History	Click this link to access the Alert Status History page where you can view the status history of the alert.
Business Unit and Shop	Displays the work order business unit and shop based on the matched CBM rule. When you change either value on a saved alert the system asks if you want to send workflow notification of the event.
Work Order ID or PM Schedule ID	Displays the work order ID if you selected the Create Work Order button as a link to enable you to access the work order. If you selected the Update the PM Schedule button, the PM schedule ID displays as a link to enable you to access the PM schedule. Note. You must save the page before you can access the Update PM Schedule, Create a Work Order, and Close Alert buttons. These fields are not updated until you select one of these buttons.
Save	Click this button to save the alert and display the Update PM Schedule, Create Work Order, and Close Alert buttons.
Update PM Schedule	Click this button to access the Update PM Schedule page. See CBM Work Order Creation Process.
Create Work Order	Click to take the indicated action for a saved alert. Once you take an action the Business Unit is unavailable.
Close Alert	Click this button to close the alert and update the Alert Status History page for the selected asset.

Updating a PM Schedule

Access the Update PM Schedule page. (Click the Update PM Schedule button on the Condition-Based Maintenance Alert page.)

Use this page to update the PM schedule. When you update the PM schedule the system updates the alert with the PM Schedule ID.

Creating a Work Order

Access the Create Work Order page. (Click the Create Work Order button on the Condition-Based Maintenance Alert page.)

Use this page to create a work order for the alert. The CBM rule determines the Maintenance Type, Work Type, and Service Group, values unless you changed the Business Unit or Shop. When you create the work order the system updates the alert with the Work Order ID. All fields must have a value selected.

Reviewing the Alert Status History

Access the Alert Status History page. (Click the Status History link on the Condition-Based Maintenance Alert page.)

Use this page to track the status of an alert.

CBM Alert Status (conditioned-based maintenance alert status)

Displays the status of a CBM alert. These statuses include:

New
Error
PM Schedule Updated
Work Order Created
Work Order Completed
Work Order Canceled
Closed

Creating a CBM Alert Using Web Services

Web Services enables an external condition monitoring system, which is monitoring an asset is being monitoring an asset, to send a SOAP (Simple Object Access Protocol) message to PeopleSoft Maintenance Management indicating that the asset is operating outside its tolerance limits. PeopleSoft Maintenance Management:

Receives the SOAP request message of a new alert.
Validates the SOAP request message.
Uses the matching rules to populate the work order Business Unit and Shop ID.
Generates the Alert Identification.
Triggers the workflow to notify the person with the CBM Coordinator role and matching profile.
Saves the alert.
Sends back Alert Identification to condition monitoring system in a SOAP response message.

Everything is generated automatically without an manual intervention. Setting up Web Services is the key factor, which enables the transfer of information back and forth between an external system and PeopleSoft Maintenance Management. Enterprise PeopleTools PeopleBooks describe, in detail, how to set up Web Services.

See Enterprise PeopleTools PeopleBooks: "Integration Broker"