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 #	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 documentation PeopleTools: Integration Broker