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Oracle Enterprise Asset Management User's Guide
Contents
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Preface
Welcome to Enterprise Asset Management
Oracle Enterprise Asset Management Overview
- Introduction
- Overview of Oracle Enterprise Asset Management
- Asset Management
- eAM Work Management
- Integration with Other Oracle Application Products
Oracle Enterprise Asset Management Command Center
- Overview
- Assets Dashboard
- Open Work Orders Dashboard
- Materials Dashboard
Enterprise Asset Management Administration
The Enterprise Asset Management Administration role contains people who are generally responsible for entering information, often for other maintenance personnel. Information entered may include work order resource transactions, work order completion details, and time and labor hours. This person may have limited maintenance knowledge and is generally responsible for supporting the maintenance department by handling data entry.
This part contains the following chapter:
Setting Up
- Before You Begin
- Oracle Enterprise Asset Management Setup Overview
- Organization Setup
- Setting Up Organizations
- Enabling Organizations for Enterprise Asset Management
- Setting Up Installed Base Parameters
- Setting Up Services Fulfillment Manager Parameters
- Defining eAM Parameters
- General eAM Setup
- Setting Up Areas
- Defining Work Order Statuses at the Organization Level
- Defining Departments and Resources
- Defining Department Approvers
- Defining Miscellaneous Documents
- Setting Up Electronic Records and Signatures
- Creating XML Elements for EAM Work Order Completions
- Defining Lookups
- Asset Setup
- GIS Asset Setup
- GIS Assets Map Visualization Setup: Integration Options
- Enabling the Indoor Map Workbench Menu
- Using the Activity Workbench
- Rebuildable Item Setup
- Non-Stock Direct Item Setup
- Preventive Maintenance Setup
- eAM Planning and Scheduling
- Defining a Master Demand Schedule Name
- Defining a Material Requirements Plan Name
- Defining Plan Options
- Quality Integration Setup
- Creating Collection Elements
- Creating eAM Quality Collection Plans
- Creating eAM Quality Collection Plans for a Supplier
- Outside Processing Integration Setup
- Setting Up Outside Service Processing
- Setting Up Direct Items
- Cost Management Integration Setup
- Setting Up Cost Categories
- Setting Up Purchase Order Category Associations for Direct Items
- Setting Up eAM Cost Management
- Setting Up Zero Cost Rebuild Item Issue
- Process and Discrete Manufacturing Integration Setup
- Process or Discrete Organization Setup
- Associating Assets with Production Equipment
- Encumbrance Accounting
- Project Manufacturing Integration Setup
- Project Definition
- Property Manager Integration Setup
- Setting Up eAM Prerequisites
- Executing the Export Process
- Executing the Asset Number Interface
- Service Integration Setup
- Creating Maintenance Service Request Types
- Enabling Service Requests for Assets and Rebuildables
- Enabling eAM Specific Fields
- Oracle Time and Labor Integration Setup
- Defining Persons as Users
- Creating Eligibility Criteria
- Work Order Billing Setup
- Setting Up Parameters
- Setting Up Costs for the Cost Plus Billing Basis
- Setting Up Prices for the Price List Billing Basis
- Service Attribute Setup
- Setting Up Billable Material
- Setting Up a Billable Resource
- Setting Up a Billable Activity
- Setting Up Enterprise Asset Management Command Center
- Setup and Configuration Steps
- Enterprise Asset Management Profile Options
- Configuring Descriptive Flexfields for Search
- Loading Enterprise Asset Management Data
- Publishing Quality Collection Metadata to Enterprise Command Center
- Loading Inventory Management Data - Inventory On-Hand
- Loading Oracle Quality Data
- Concurrent Program Scheduling
- Results Tables Actions
Enterprise Asset Management User
The Enterprise Asset Management User is anyone in an organization who may access eAM. This may include a person who uses work requests to report problems, a plant manager who accesses eAM to review high cost assets and their work history, as well as a maintenance user, such as a technician who accesses the Maintenance User Workbench to review daily work assignments.
This part contains the following chapters:
eAM Work Management
- Overview eAM Work Management
- eAM Work Orders
- Routine Work Orders
- Using Encumbrance Accounting with Maintenance Work Orders
- Express Work Orders
- Preventive Maintenance Work Orders
- Rebuild Work Orders
- Easy Work Orders
- eAM Work Order Statuses
- Defining Work Order Documents
- eAM Operations and Tasks
- Defining Asset Shutdown Statuses
- Preparing Work Order Operations
- Viewing Work Order Operations
- Defining Inventory Material Requirements
- Defining Direct Item Material Requirements
- Viewing Material Requirements
- Defining Resource Requirements
- Viewing Resource Requirements
- Work Order Relationships
- Parent-Child Relationship
- End to Start Dependency
- Cost Relationships
- Follow-up Work Relationships
- eAM Work Order Transactions
- Operation Completion
- Work Order Completion
- Rebuild Work Order Completion
- Transacting Material
- Viewing Resources Transactions
- Closing Work Orders
- eAM Work Order Planning
- Using the Maintenance Workbench
- Capitalizing Work Orders
Preventive Maintenance
- Introduction
- Preventive Maintenance Overview
- Meters
- Entering Meter Readings
- Preventive Maintenance Scheduling
- Generating Work Orders
- Viewing the Preventive Maintenance Work Order Report
eAM Planning and Scheduling
- Introduction
- Overview of eAM Planning and Scheduling
- eAM Planning
- Launching the Planning Process
- Viewing Suggested Demand
- eAM Scheduling
- Using the Scheduler Workbench
eAM Cost Management
- Introduction
- Overview of eAM Cost Management
- eAM Cost Estimation
- Viewing Cost Information
- Asset Cost Rollup
- Parent-Child Hierarchy Cost Rollup
- Alternate Cost Hierarchy Rollup
- Transferring Invoice Variances to Maintenance Work Orders
- Viewing Simulated Transfer Details
- Transferring Invoice Variances
Direct Item Procurement for eAM Work Orders
- Introduction
- Overview of Direct Item Procurement for eAM Work Orders
- Enabling Direct Item Procurement
- Automatically Creating Requisitions for Direct Items
- Manually Entering Requisitions for Direct Items
- Creating Purchase Orders from Requisitions
- Manually Entering Purchase Orders for Direct Items
- eAM Direct Procurement Accounting
Contractor Services
- Introduction
- Overview of eAM Contractor Services
eAM Property Manager
- Introduction
- Overview of eAM Property Manager
- Property Manager Integration
Process and Discrete Manufacturing Integration
- Introduction
- Overview of the Process and Discrete Manufacturing Integration
- Viewing Resource Usage
- Production Equipment Downtime
eAM Project Manufacturing
- Introduction
- Overview of eAM Project Manufacturing
- Project Definition
- Associating a Work Order with a Project
- Creating Requisitions or Purchase Orders
- Viewing the Requisition within the Maintenance Work Order
- Updating the Commitments for a Project
- Viewing Commitments
Integration with Oracle Time and Labor
- Introduction
- Integration with Oracle Time and Labor Overview
- Setting Up the Integration
- Time and Expenses
- Entering Timecard Information
- Extracting Information to Enterprise Asset Management
- Executing the Cost Manager Process
eAM Quality
- Introduction
- Quality Setup
- Using eAM Quality
- Adding Collection Plan Attachments
- Triggering a Work Request
- Triggering a Work Order
- Entering Quality Results
Work Order Billing
- Introduction
- Setting Up Work Order Billing
- Billing Work Orders
- Creating a Billable Work Order
- Associating Items and Activities to a Price List
- Initiating Billing
- Creating an Invoice
Oracle Service Integration
- Introduction
- Oracle Service Integration Overview
- Creating Service Requests
- Service Requests and eAM Work Orders
Self-Service Work Requests User
The Self-Service Work Requests User is a person in an organization, often personnel (not involved in the maintenance department), who uses work requests to report maintenance problems. This person also uses work requests to check the statuses of problems that have been reported.
This part contains the following chapter:
Self Service Work Requests
- Overview of Work Requests
- Work Request Statuses
- Obtaining Work Request Information
- Creating and Updating Work Requests
Using the Self-Service Assets Tab
- Using the Assets Tab
- Searching for Assets
Maintenance User
The Maintenance User is a maintenance person who is generally responsible for completing tasks that are assigned on a work order. This person reports maintenance problems using work requests, troubleshoots on jobs, and works on a team with other maintenance workers.
This part contains the following chapters:
Maintenance User Workbench
- Overview of the Maintenance User Workbench
- Viewing and Managing Your Work
Wireless Maintenance User Workbench
- Using the Wireless Maintenance User Workbench
Maintenance Super User
The Maintenance Super User is generally a maintenance planner or supervisor and is often defined as a "super user". A Maintenance Planner plans and schedules maintenance jobs, manages and balances workloads over time, manages preventive maintenance strategy and scheduling, manages material requirements, monitors availability, and coordinates strategies with other departments, such as Operations, Purchasing, and Inventory. A supervisor manages a crew of maintenance workers, assigns jobs based on workers' abilities and availability, inspects and verifies work, communicates with other departments, knows the current status of all jobs and assets, and is responsible for environmental health and safety.
This person has extensive knowledge of the Enterprise Asset Management system and is responsible for creating and scheduling work orders, including Preventive Maintenance work orders. This person updates work orders, orders parts, and completes operations and work orders.
This part contains the following chapters:
Maintenance Super User
- Introduction
- Maintenance Home
- Assets
- Creating Capital or Rebuildable Assets
- Updating Asset Numbers Using MSU
- Creating and Updating Asset Numbers Using the Asset Number WebADI Feature
- Creating and Updating Asset Attributes Using the Attribute WebADI Feature
- Obtaining Asset Number Information
- Managing Asset Routes
- Managing Asset Routes at a Work Order Level
- Viewing Asset Number Information
- Entering Mass Meter Readings
- Using the Asset Move Workbench
- Work Requests
- Work Orders
- Stores
- Budget Forecasts
- Failure Analysis
- Safety Management
- Using Asset Performance Metrics
GIS Assets
- Overview of GIS Asset Management
- Defining GIS Asset Numbers
- Updating GIS Assets
- Updating Reference Methods
- Using Asset Icons
- Using Line Styles
- Using Asset Properties
- Using Element Types
- Using GIS Relationships
- Using Map Manager
- Using Map Actions
- Using the GIS Asset Workbench
- Using the Map Workbench
- Using the Indoor Map Workbench
GIS Assets Map Integration
- Overview of GIS Assets Map Integration
- ESRI-GIS Assets Integration
- Oracle Spatial-GIS Assets Integration
- Custom GIS with Oracle Spatial-GIS Assets Integration
- Using Linear Spatial Routes
- Using the Linear Spatial Route Map
Google Maps Integration
- Google Maps Integration Overview
- Google Maps Integration with EAM
- Viewing Assets on Google Maps
- Entering and Viewing Geocode Information Using the EAM Responsibility
ESRI Integration
- ESRI Integration Overview
- ESRI Integration with Oracle Enterprise Asset Management
- Setting Up the ESRI Profile
- Selecting the ESRI Default Service
- Defining the ESRI Functions
- Entering Geocode Information for EAM Assets
- Locating and Viewing Assets on ESRI Maps
- Viewing and Transacting Work Using ESRI
GIS Integration: Custom Mapviewer
- GIS Integration: Custom Mapviewer Overview
- Setting Up the Custom Mapviewer
- Setting Up the Custom Mapviewer Profile Value
Stores
- Stores
- Delivering Material from Stores to a Work Order
- Returning Material to Inventory
- Issuing Multiple Rebuildable Items
Failure Analysis
- Failure Analysis Overview
- Defining Failure Codes and Sets
- Collecting Failure Information
- Analyzing Failure Information
- Setting Up Failure Tracking Associations Using WebADI
Construction Units
- Overview of Construction Units
- Using Construction Units
- Creating Construction Units
- Copying Construction Units
- Viewing and Modifying Construction Units
- Defining Difficulty Codes
- Creating Construction Estimates
- Modifying Construction Estimates
- Viewing Construction Estimates
- Copying Construction Estimates
- Generating Work Orders for Construction Estimates
- Using the Construction Estimate Workbench
- Capitalizing Actual Costs Associated with Construction Estimates
- Capitalizing Work Order Costs for Construction Estimates
Safety Management
- Safety Management Overview
- Using Safety Management with EAM
- Creating Lockout Device Codes
- Defining Positional Assets
- Defining an Isolation Status
- Defining Isolation Types
- Creating Isolations
- Updating Isolations
- Viewing Isolations
- Using the Isolation Approval Work flow
- Defining Work Clearance Statuses
- Creating Work Clearances
- Updating Work Clearances
- Associating Work Orders with a Work Clearance
- Viewing Work Clearances
- Using the Work Clearance Approval Work flow
- Defining Work Permit Statuses
- Defining Work Permit Types
- Creating a Work Permit
- Updating a Work Permit
- Associating Work Orders to a Work Permit
- Viewing Work Permits
- Printing Work Permits
- Using the Work Permit Approval Work flow
Reports and Processes
- Activity Cause Report
- Department Actual Cost Report
- PAC EAM Estimates Versus Actuals Report
- Work Order Cost Report
- EAM Weekly Schedule Report
- Load Production Equipment Maintenance Downtime
- Maintenance Work Order Detail Report
- Maintenance Work Order Report With Summary
- Maintenance Work Order Package Print with AutoVue
- Maintenance Work Order Update PO/requisition Need-by Date (SRS)
- Material Issue Request Pick List Report
- Preventive Maintenance Work Order Report
- Retrieve Timecard Data from OTL to EAM
- Simulate Transfer Shop Floor Invoice Variance
- Shop Floor Invoice Variance Report
Windows and Navigation Paths
- Windows and Navigation Paths
- Default Navigation Paths for Standard Application Windows
Glossary
Index