Slide show on capabilities of Oracle EAM.ppt

Editor's Notes

• #4: Overview of Oracle Enterprise Asset Management Oracle Enterprise Asset Management (eAM) is part of Oracle’s 11i E-Business Suite and addresses the comprehensive and routine asset maintenance requirements of asset intensive organizations. Using eAM, organizations can efficiently maintain both assets, such as vehicles, cranes and HVAC systems, as well as rotable inventory items, such as motors and engines. To measure performance and optimize maintenance operations, all maintenance costs and work history are tracked at the asset level. eAM helps companies track, depreciate, and maintain their fixed assets. eAM enables asset-intensive companies to adopt maintenance strategies that optimize capacity and increase utilization, while lowering unit production costs. It improves operation performance and enhances safety through preventive, scheduled maintenance. Oracle eAM provides organizations with the tools to create and implement maintenance procedures for both assets and rebuildable inventory items. Maintenance procedures are an integral part of an organization’s complete asset lifecycle management strategy, enabling an organization to optimize asset utilization. eAM enables users to optimally plan and schedule maintenance activities with minimal disruption to an organization’s operations or production. Importantly, it improves resource efficiency, enhances maintenance quality, tracks work history, and records all maintenance costs. Oracle eAM tracks the performance of assets (including rebuildable, inventory items) using meters, quality plans, and condition monitoring systems. By effectively monitoring an asset’s operating condition, effective preventive maintenance strategies can be implemented. In addition to creating preventive maintenance schedules, users can create alternative maintenance strategies for seasonal or production capacity changes. eAM’s comprehensive maintenance functionality supports asset lifecycle strategies for asset intensive industries, including Metals/Mining, Manufacturing, Pulp/Paper, Petrochemicals, Facilities, and Education. eAM eliminates the need for spreadsheets and disparate data repositories, by enabling companies to manage reactive, planned, preventive maintenance, and adopt a centralized, proactive strategy for managing asset maintenance across an enterprise. eAM enables an organization to do the following: Create a preventive maintenance strategy Maximize resource availability, including both equipment and labor Optimize scheduling and resource efficiency Integrate with Oracle’s E-Business Suite for enterprise-wide solutions (Help) Maintenance Applications > Oracle Enterprise Asset Management > Overview of Oracle Enterprise Asset Management
• #5: Capital Assets A capital asset is an item of economic value owned by a corporation, held for business use, and not expected to be converted to cash in the current or upcoming fiscal year. For example, capital assets can be manufacturing equipment, real estate, furniture, and buildings.
• #6: Rebuildable Inventory Rebuildable items are items that can be installed, removed, and refurbished. Rebuildable items can be serialized or non-serialized.
• #8: Types of Maintenance Reactive Small organizations that do not have have Maintenance Planners practice reactive maintenance. As equipment fails, Work Orders are generated and crews are assigned. Materials when in short supply and ordered as needed cause delays in response time. There is little or no preventive maintenance. Preventive Organizations that practice preventive maintenance place a high value on asset performance and availability. These organizations have Maintenance Planners that plan both long and short-term requirements for resources and materials. These organizations have robust preventive maintenance plans that ensure that the assets are maintained on a regular basis to decrease the risk of failure. Predictive Organizations that are driven by heavy production demands or regulatory compliance invest heavily in predictive maintenance practices. The behavior and performance of assets is observed based on capacity requirements, engineered capabilities, maintenance strategies, and failure rates. These organizations employ a group of people to create a Reliability Centered Maintenance practice. These groups monitor an asset’s performance and capture data such as Mean Time between Asset Failures and Mean Time to Repair. This data then helps the maintenance organization better strategize their PM programs.
• #9: eAM Capabilities eAM enhances productivity through: Internet based user-interface for both maintenance and operations personnel Maintenance Strategy Planning A preventive maintenance strategy to maximize resource availability Internet MRO Supply Chain MRO materials procured through iProcurement/B2B Production Asset Optimization The assurance that an asset is available to run at full capacity based on design, demand, and maintenance strategy Maintenance Cost Controls Identification of resource effectively and material management Asset Lifecycle Management Construct, procure, utilize, cost, maintain, and decommission process of an asset
• #11: Managing Asset Numbers eAM eliminates the need for point solutions that offer a limited, "flat" view of an asset by expanding the visibility and ownership of an asset throughout an entire organization. Different entities may describe an asset in several ways: fixed asset to an accounting department leased asset to facilities management piece of production equipment to operations inventory item to materials management maintainable asset to mechanical engineers eAM incorporates the above views of an asset through a single entity. An asset is an entity for which users can report problems. Assets can be cooling towers, cranes, buses, buildings, conveyors, or anything that needs work. eAM provides the flexibility to address the many types of assets through the definition of the following: asset groups and attributes asset links to an enterprise asset costs and work history asset activities and meters By first establishing Asset Groups, you can define assets and asset characteristics that can be inherited by the assets belonging to that group. Detailed information, such as nameplate data, engineering specifications, property detail, and other searchable characteristics are defined with asset attribute elements and values. Asset Groups also define a default master bill of materials (BOM) for assets. This BOM can be edited for specific assets. Virtual assets can be designed to create a network of assets orroutings. This combines several assets to a single work activity. Oracle eAM enables you to quickly identify plants and facilities using an Asset Navigator. You can view details of an asset, such as cost, hierarchal (parent/child) information, and launch transactions. You can also view current or historical configurations, and work details of an asset. As rotable, inventory items of an asset are removed from and reinstalled into an asset, the asset genealogy and parent/child meter readings are recorded automatically. Attributes, such as cost history, bills of material, and document attachments can be associated with a specific asset. Asset Hierarchies You can focus on an asset hierarchy, or a set of parent/child relationships of an asset. You can view all associated asset information such as asset details, bill of material, Work Orders, maintenance activities, quality plans, maintenance costs, contract services, and Work Order history. You can view cost information for one asset, or view rolled-up costs of its children assets. (Help) Maintenance Applications > Oracle Enterprise Asset Management > Overview of Oracle Enterprise Asset Management > Asset Management
• #12: Hierarchy A hierarchy depicts an asset (Capital Asset/Rebuildable Inventory) and its constituents in a parent / child relationship. As components are removed from and re-installed into the asset, eAM tracks the genealogy and parent/child meter readings automatically. You can view the cost history for a parent asset only or for all its constituents rolled up. The graphic above illustrates the hierarchy for a facility. The parent items Building 100, Building 200, and Building 300 belong to the Building Asset Group. The graphic expands on the Building 300 hierarchy and illustrates the three levels of child assets. For example, Floors, Offices, and HVAC.   You can select a Hierarchy to review the parent/child relationship for an asset and also calculate the cost rollup at the parent level. It also serves as an integration point between eAM and Oracle Property Manager.
• #13: Work Management Preventive and Predictive Maintenance strategies are supported by eAM. Preventive Maintenance can be based on Day or Runtime intervals, as well as a specific list of dates, for both assets and inventory items. Organizations that practice Predictive Maintenance can monitor and scrutinize maintenance work history and performance trends with quality plans. They can also study asset conditions by monitoring systems. By combining these strategies, an organization can establish a maintenance strategy that ensures minimal downtime. Oracle Enterprise Asset Management enables you to monitor reliability and predict the need for maintenance in the future. You can identify any breach of performance defined by engineering and immediately alert maintenance, monitor conditions of an asset, collect meter readings, forecast the frequency at which preventive maintenance should be performed, and establish Run to Failure schedules and forecasts, based on predicted failures. Oracle eAM enables operations and maintenance staff to create work requests to report any problems with an asset. To avoid duplicate Work Orders for the same issue, you can review any outstanding work requests that are currently assigned to an asset. A supervisor can approve, place on hold, or reject a work request. An approved work request can be linked to a Work Order. The status of a work request is then updated when it is linked to a Work Order. (Help) Maintenance Applications > Oracle Enterprise Asset Management > Overview of Oracle Enterprise Asset Management > Work Management
• #14: Work Orders The Work Order is the foundation of all maintenance organizations. Work orders define what resources and items are needed to conduct work. They can automatically generate through the use of Preventive Maintenance Schedules, the issue of an inventoried rebuildable, breach of quality results, or manually generated as a routine Work Order. These Work Orders are then reviewed and shared with Operations to produce an estimated schedule. Enterprise Asset Management integrates with Oracle Quality. Use Quality Collection Plans to predefine required feedback information that must be entered into eAM, upon a Work Order’s completion. For example, data to collect may include inspection points for an Asset Number, and Downtime variables. If a variance is recorded into the quality plan, a Work Request or Work Order is created. You can define quality collection plans directly on the Work Order, or define them as attributes of an Activity to ultimately default into future Work Orders generated for specific Asset Number/Activity combinations. For each Work Order, the estimated costs aggregate, from the associated BOM and resources, to develop a costing profile for the current Work Order. You can use Costing Profiles for future Budgeting and Forecasting. For each Work Order, the actual costs aggregate during the Work Order’s lifecycle. Thesecosts roll up, based on the hierarchy of the current Work Order’s associated Asset Number. View these actual costs by period, at a transaction level, or at a summary level. Costs can roll up, based on the hierarchy of Work Orders. You can view the costs (both actual and estimates) by period, at a transaction or summary level.
• #15: Maintenance Budgeting By using Oracle General Ledger, you can measure budgeted costs against costs charged to maintenance Work Orders by account code combinations. By using Project Funding, you can budget maintenance projects. You can estimate costs and measure it against the actual costs incurred. Maintenance organizations use Project Cost Tracking to capture costs by project/task.
• #16: Planning Oracle Enterprise Asset Management utilizes Oracle Manufacturing Scheduling and Oracle Material Requirements Planning to ensure cost savings and work management efficiencies, by generating predictive work activities. These work activities use a planning process to balance the work load for resource management. Using Oracle eAM: You can ensure that sufficient resources, equipment, and material are available for all maintenance tasks. You can focus on a period of time and collect all the known maintenance work for that planning time frame, associated with a responsible crew or department. This enables you to process each item of work into a planned Work Order.
• #17: Web-Based User Interface Oracle eAM provides a self-service user interface that is specifically designed for users, such as tradesperson and supervisors. The screens provide links to functional areas, commonly associated with maintenance personnel, such as daily planning and work execution. Trades Personnel Functionality Asset Navigator Work Request Entry and Inquiry Employee Schedules Work Order Detail Inquiry Work Order Notes Entry Work Order Time Entry Trades personnel are craftsmen who perform maintenance tasks. Examples of trades personnel include mechanics, electricians, machinists, utility and facilities workers. Daily Planning Functionality Easy Work Order Asset Genealogy and Configuration History Crew Schedule View Work Order Detail Inquiry Shift Work Order Handover Functionality Work Order Task Completions Procurement Catalogs for Non-Stocked Parts Asset Costs for Maintenance, Contractors, and Operations Professional Users Functionality Asset Definition Asset Groups, Activities, and Item Rebuild Definition eAM Lookups and Parameters Asset Meter Definition and Association Maintenance Workbench Preventive Maintenance Schedules Department/Resource Setup Material Issues Work Order Definition and Execution Quality Plan Definition Maintenance User Workbench You can quickly access your daily work information. After selecting Maintenance User Workbench, you are automatically logged into your own personalized user interface. You can quickly access your daily work information, such as Work Orders and execution processes. After selecting the Maintenance User Workbench role, you are automatically logged into your own personalized user interface. The Maintenance User Workbench provides the information needed for you to evaluate the list of work that you need to complete, and to determine how to organize your workday. A Key Performance Indicator dashboard displays a summary of your work today, overdue work, and open work. You can view your Open, Past Due, and/or yesterday’s work, as well as your Work Orders lined up for tomorrow. You can also view all of your department’s and/or Resource’s unassigned Work Orders. You can view attachments, Work Order details, asset details, material requirements, and other employees assigned to your Operations. You can enter quality results, meter readings, complete Operations, Work Orders, charge resources, handover work, add notes, and assign yourself to Work Orders that are not yet assigned to an employee. Maintenance Super User Maintenance Super User is an internet based user-interface for maintenance personnel. It introduces you to an easier approach of entering and searching for information from any browser. Its step-by-step process requires minimal training and is intuitive enough for you to find and update information. Maintenance Super User is designed for the casual maintenance user (for example, trades people, such as fitters, mechanics, and electricians), in a plant or facility. Responsibilities can be assigned by employee or by role. This determines the information you can view and update. Stores Material Issues to Work Orders and returns to Inventory are typical store room functions and are provided by the Stores tab.
• #18: Capital Asset/Rebuildable Inventory Performance and Forecasting Maintenance activities are forecasted by measuring a Capital Asset/Rebuildable Inventory’s performance against standards mentioned, in the Quality Plans associated with it. Quality plans specify a breach condition (targets with specified ranges) and an action (create a work request). You can monitor a Capital Asset/Rebuildable Inventory’s performance by its meter readings. When the breach condition is triggered, a Work Request that is specified in the collection plan is created for the referenced Asset Number.
• #21: Complete Integration Oracle Enterprise Asset Management is part of the Oracle E-Business suite, and directly integrates with Oracle Manufacturing, Oracle Purchasing, Oracle Property Management, Oracle Quality, Oracle Inventory, Oracle Human Resources, Oracle Financials, Oracle Fixed Assets, and Oracle Projects. This enables you to strategically monitor resource and cost planning throughout the enterprise. Improvement programs can be enforced and reviewed to ensure compliance with industry standards by tracking problems through to resolution. A well-planned maintenance environment depends on the ability of key personnel to view available inventory items, equipment, and skilled personnel. Because eAM is an enterprise solution, you can view the resource availability for assets that are used by operations and coordinate maintenance work to minimize operation disruption. Most importantly, Oracle eAM is designed for the maintenance user who performs the work. Using Oracle’s Maintenance User, trades people and supervisors with minimum training can easily perform their work. Required Products To implement Enterprise Asset Management, you must have the following required products installed: Oracle Inventory Oracle Bills of Material Oracle Human Resources Oracle Cost Management Oracle Manufacturing Scheduling Oracle Quality Oracle Work In Process Optional Products To implement Enterprise Asset Management, the following products are not required; however, they are useful in the overall robust eAM solution: Oracle Master Scheduling/MRP Oracle Property Management Oracle Financials Oracle Fixed Assets Oracle iProcurement Oracle Projects Oracle Project Manufacturing Oracle Purchasing Oracle Order Management Oracle Time and Labor
• #22: eAM Business Flow Work Requests Entry Location, Asset ID, Owner Action/Activity, Current Work Alert, Condition Based Alert Work Order Generation Work Order Types, Owners, Locations, BOMs, Standards, Copies, Assets, Components, PMs, Preplans Task Planning Task level planning, Dependent Steps Material Request BOM by Location, Asset Category, Component, Procurement, Catalogs, PO Detail, Item Statuses/Location Directs, Services, Rentals, Receipts Resource Planning Assigned Owner, Crew, Craft, Skill Search/Selection, Duration, Contractors Forecasting Asset Schedule/Availability, Capacity Performance, Work Impact on Production, Future Work, Budget Impact Work Scheduling Workbenches with User Defined Filters for Folders and Sorts, Forecasted PMs, Available Resources, WO Generation, Project Scheduling Work Order Update and Close Out Time Entry, Meter Readings, Inspection Data, Notes, Component Meter Reading Asset Performance Cost History, Work History, RCM Analysis, Design Capacity/Actual Performance, Predictive Maintenance, KPIs, Trending Analysis, Inspection History, Event Tracking, Capacity Impact Non-maintenance personnel within an organization report problems as Work Requests. The Work Request is then routed for approval and a Maintenance Planner is alerted to the need for repair or services. The planner conducts a walk through to estimate the materials and trades people needed to conduct the repair. Some repairs may require that an asset be shutdown or brought into the shop. In such cases, the planner meets with Operations to determine the most appropriate time to remove the asset from service with minimal impact on production. When the planner has determined the resources, materials, equipment, and time needed to perform maintenance, the Work Order is assigned to the crew that executes the work. Crew Supervisors pull the schedules defined by planners and assign the Work Order to the tradesperson. Materials are issued, requisitions are generated, and time is entered against the Work Order operation as tasks are progressing. When the task is completed the tradesperson may enter additional information about the work as well as meter and inspection reading conducted during the course of the work. The Work Order is then closed.
• #24: Enterprise Asset Management Administration The Enterprise Asset Management Administration role contains people who are generally responsible for entering information, often for other maintenance employees. Information entered may include Work Order resource transactions, Work Order completion details, and Time and Labor hours. This person might have limited maintenance knowledge and is generally responsible for supporting the maintenance department by handling information entry. Enterprise Asset Management User The Enterprise Asset Management User is anyone in an organization who may access eAM. This might include an employee 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 his/her daily work assignments. Self-Service Work Requests User The Self-Service Work Requests User is a person in an organization, often an employee (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 he/she has reported. 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. 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 work loads 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.