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Enterprise Asset Management A Quick Tour for Beginners

Donna Christie & Jeannie Dobney


August 2010

What is Oracle Enterprise Asset Management (eAM)? / What functionality can it provide us? eAM system architecture and interaction with other Oracle Applications. How will the end-users' experience eAM? Tips and traps for implementing and using eAM

eAM provides an integrated solution for managing, scheduling and accounting for the maintenance of machinery and equipment. Examples of assets are: cranes, heating and ventilation equipment, trucks, buildings etc. Without an integrated solution (such as eAM), organisations may track the cost of maintenance via spreadsheets and incur unnecessary inefficiencies and expense.

2 types of asset: - Capital e.g. a truck

- Rotable / Rebuildable e.g. a motor that can be swapped out and rebuilt

Asset Route - a "virtual asset" that enables multiple assets to be associated to a single work order Maintenance Route - a set of operations necessary to perform an Activity. Asset hierarchy parent / child relationships between assets Asset BOM a list of the assets components (BOM = Bill of materials) Maintenance BOM - lists all items needed to perform an activity

An Operation The task required to complete the work. Can be single or multiple Asset Activity A default work template which is then associated with an asset Work Order Status the status of the work order determines the actions which can be applied Uncomplete Completed work orders can be uncompleted!

Meter measurement device determining m maintenance requirement e.g. odometer.

eAM Item Open Interface

EAM Meters API EAM Meter Association API Meter Reading API

eAM Asset Number Open Interface


eAM Asset Genealogy Open Interface eAM Meter Reading Open Interface Asset Number API Asset Attribute Values API Asset Attribute Groups API Asset Routes API Asset Areas API Department Approvers API EAM Parameters API

EAM PM Schedules API


Activity Creation API EAM Activity Association API EAM Activity Suppression API

EAM Set Name API


Maintenance Object Instantiation API Work Order Business Object API Work Request API

Overview: Define Person Optionally define competencies Define system item (determines interaction with Payables and Receivables) Define Resource, referencing system item and competencies if required Create instances of the resource i.e. person records linked to the resource ..See following slides

Oracle assume the use of certain roles and have designed the interface and their manuals around this: Self Service - work requests, work orders (non-maintenance and Tradesman) Maintenance User (Planner) / Super User i.e. Maintenance User Workbench Scheduler i.e. Scheduler Workbench

Tradesman- Time entry against WO Tradesman Update WO for Materials Tradesman Maintain WOs Create, Update Lead/Supervisor - Maintain WOs Create, Update, Complete WOs, Create new Asset Activities, Report on WOs. Scheduler/Planner Maintain planned maintenance schedule. Monitor breakin WOs. eAM Super User Maintain Asset hierarchy, Asset Meters, Asset activities & other setup

Automate work request or work order generation based on defined criteria. Example: a pump has a quality plan where a WR will automatically be generated based on a temperature above 50 degrees. An inspection is carried out at end of shift and the temp entered in Oracle against the Asset. If above 50 degrees a WR is raised. The user who created the plan receives notification.

Do not overtrain. Teach them what they need to do their job. Create training courses which are building blocks. Eg Scheduler needs to attend all. Users attend blocks according to their role needs. Training has relevance to their role.

Design and test with all stakeholders e.g. stores, procurement and accounting Align eAm access and tasks to jobs eAM has been added on using existing Oracle components e.g. Asset Groups are a type of Inventory System Item, this may seem a bit clumsy initially Do you need some co-ordination with Accountings Fixed Asset definitions, if so, how?

Ensure you get the asset structure correct at the start Make sure Schedulers are able to view the planned schedule according to business requirements Get the shifts right and set time zones Create meaningful work order statuses Create Asset BOMs and Activities

Contact us if you have further questions or comments:


Donna Christie dtcconsulting@live.com.au Jeannie Dobney jdobney@bigpond.com

Updated slides can be found at jdobney.com