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Training Manual

Condition Monitoring

Condition Monitoring Training Manual

Page 2

Training Manual
Condition Monitoring

Prepared By:

Yihang Wang & Darryl Smith

Approved By:
Date:

Feb 2015

Table of Contents
1.

Overview............................................................................................................................... 5
1.1.

AMT Overview................................................................................................................ 5

1.2.

Overview of CM.............................................................................................................. 6

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1.3.

Login and Navigation..................................................................................................... 9

1.4.

Terminology................................................................................................................... 9

2.

Learning Objectives............................................................................................................. 10

3.

Processes............................................................................................................................ 12
3.1.

A: Measurements Process............................................................................................12

3.1.1. Objectives................................................................................................................ 12
3.1.2. Process Owner.......................................................................................................... 12
3.1.3. Outputs.................................................................................................................... 12
3.1.4. Inputs....................................................................................................................... 12
3.1.5. Process Diagram....................................................................................................... 13
3.2.

B: Inspections Process.................................................................................................14

3.2.1. Objectives................................................................................................................ 14
3.2.2. Process Owner.......................................................................................................... 14
3.2.3. Outputs.................................................................................................................... 14
3.2.4. Inputs....................................................................................................................... 14
3.2.5. Process Diagram....................................................................................................... 15
3.3.

C: Direct Notification Process.......................................................................................16

3.3.1. Objectives................................................................................................................ 16
3.3.2. Process Owner.......................................................................................................... 16
3.3.3. Outputs.................................................................................................................... 16
3.3.4. Inputs....................................................................................................................... 16
3.3.5. Process Diagram....................................................................................................... 17
3.4.
4.

D: Live RCM Process..................................................................................................... 18

Procedures (A: Measurements)............................................................................................19


4.1.1. Configure Measurement Codes.................................................................................19
4.1.2. Configure Measurement Translation Rules................................................................20
4.1.3. View / Record Measurements (AMT Client)...............................................................22
4.1.4. View / Record Measurements (AMT Mobile)..............................................................24
4.1.5. Import Measurements from External Systems..........................................................26

5.

Procedures (B: Inspections)................................................................................................. 27


5.1.

Setup Inspection Templates.........................................................................................27

5.1.1. Electronic Workscope Manager.................................................................................27


5.1.2. Inspection Config...................................................................................................... 27
5.1.3. Inspection Steps....................................................................................................... 28
5.1.4. Inspection Type........................................................................................................ 29
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5.1.5. Inspection Item Node............................................................................................... 29


5.1.6. Inspection Display Modes......................................................................................... 32
5.2.

Statutory Compliance..................................................................................................34

5.3.

Perform an Inspection.................................................................................................. 35

5.3.1. Select Site................................................................................................................ 35


5.3.2. Employee Login........................................................................................................ 36
5.3.3. Select Asset.............................................................................................................. 37
5.3.4. Select an Inspection.................................................................................................37
5.3.5. Select Start Date / Time........................................................................................... 38
5.3.6. View / Record Usages............................................................................................... 39
5.3.7. View / Record Defects............................................................................................... 40
5.3.8. Perform Inspection Steps..........................................................................................41
5.3.9. Inspection Summary / Completion............................................................................43
5.4.

Central Visibility / Inspection Control...........................................................................44

5.4.1. Inspection Control Board..........................................................................................44


5.4.2. Statutory Compliance...............................................................................................45
5.5.

Notification Workflow................................................................................................... 47

5.5.1. Notification Control Board........................................................................................47


5.5.2. Modify Notification.................................................................................................... 47
5.5.3. Communication........................................................................................................ 49
5.5.4. Create a Workorder from a Notification....................................................................50
6.

Learning Summary.............................................................................................................. 52

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Overview
1.1.

AMT Overview

AMT is a comprehensive asset management system consists of integrated modules as depicted


below.
Functionality covered in this training manual part of Short Term Planning, Condition Based
Maintenance and AMT Mobile.

For more information on the modules see the AMT Functionality presentation.

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1.2.

Overview of CM

AMT has a comprehensive Condition Monitoring (CM) suite, comprised of several different
solutions. Advantages of CM in AMT include:

Flexibility Condition monitoring data and alerts from any sources


Efficiency Central dashboard to streamline actions
ERP bolt on Easily integrated with other ERP systems
Mobility Mobile apps for Inspections, Measurements, Usages, Defects, Statutory
Compliance
Simple Easy to configure, setup rule sets and implement
Statutory Compliance Monitor your statutory inspections regime
Live RCM Option to incorporate advanced RCM rule sets when required (ADVANCED
OPTION)

There are 4 main solutions supported each is summarised below.

A. Measurements

B. Inspections

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C. Direct Capture of Notifications

D. Live RCM (also known as Condition Based Maintenance or CBM)

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Putting it all Together: A Comprehensive CM Suite

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1.3.

Login and Navigation

For information on AMT login and navigation, refer to the handbook H - Getting Around
AMT.docx.

1.4.

Terminology

For information on AMT terminology, refer to the handbook H - AMT Terminology.docx.

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2. Learning Objectives
At the completion of this course, participants should understand and be able to perform the
following.

Concepts
o Basic understanding of RCM, CM, CBM and RA (Reliability Analysis)
o High level understanding of how the AMT modules/functionality fit together
Setup Measurements
o Setup CM Codes for Measurements in the system table
Measurement translation rules
o Setting up measurement translation rules
o Difference between standard method and Use External rating
o Actions
Actual Measurements
o Entering manually
o Importing
o Entering on a WO
o Entering on a checksheet (Mobile)
Understand the rating of a measurement Knowledge Database
o Electronic Workscope Manager
o Setup Inspection Templates
o Awareness of Inspection Config
o Understand Inspection Types
o Understand Inspection Display Modes
o Understand Labour Activity and filtering of Inspections
Statutory Compliance
o View and understand Statutory Compliance (AMT Web)
o View and understand Statutory Compliance (AMT Mobile)
Perform Inspections
o View / Record Usages in AMT Mobile
o View / Record Measurements in AMT Mobile
o View / Record Defects in AMT Mobile
o Perform Inspection Steps
o Understand the 4 different Inspection display modes (and config)
o Understand Operational Impact
o Perform Inspection Step linked to CM Code
Inspection Control Board
o View completed Inspections
o Create Notification from Inspection
Notification Control Board
o View, sort, filter Notifications to find items that require action
o Communication workflow of a Notification
o Create Workorder from Notification

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3. Processes
3.1.
1.1.1.

A: Measurements Process
Objectives

The objectives of the inspections process are:

Configure CM Codes
Configure Measurement Translation rules
Capture Measurement Readings (AMT Mobile)
and/or
Capture Measurement Readings (AMT Windows Client)
and/or
Import Measurement Readings from external systems

1.1.2.

Process Owner

Strategist / Reliability Engineer

1.1.3.

Outputs

The outputs (deliverables) are:

Measurement Readings and Measurement Ratings


Notifications created from Measurement Translation

1.1.4.

Inputs

Inputs to the inspection process are:

Knowledge of organizations Condition Monitoring requirements

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1.1.5.

Process Diagram

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Notification
Workfow

Measurement
Translation

Record / Import
Measurements

Knowledge
Database

Create Workorder

Yes

Corrective
WO
Required?

Notification
Control Board

No
Communication

SetupMeasurement
Translation Rules

Configure
MeasurementCodes

Strategist / Reliability Engineer

Measurement
Translation

System

View / Record
Notifications

Inspector/Mechanic

View / Record
Measurements

Select Site

Inspector/Mechanic (AMT Mobile)

Import
Measurements

External System

3.2.
1.1.6.

B: Inspections Process
Objectives

The objectives of the inspections process are:

Perform inspections on assets


Record inspection step results, including rating levels
Record CM measurements as part of inspection steps
Monitor and ensure statutory compliance of regulatory inspections

1.1.7.

Process Owner

Strategist / Reliability Engineer

1.1.8.

Outputs

The outputs (deliverables) are:

Inspection results and feedback information


Notification of Inspection Step ratings
CM Measurements recorded as part of Inspection Steps

1.1.9.

Inputs

Inputs to the inspection process are:

Inspection Strategy (Strategy Definition)


Inspection Templates (Knowledge Database)

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Notification
Workfow

Central Visibility /
Inspection Control

PerformInspection

Statutory Compliance

Knowledge Database

Strategy Definition

Create Workorder

Yes

Corrective
WO
Required?

Notification
Control Board

No

Communicatio
n

SetupInspection
Templates

Define
Inspection
Strategy

Strategist / Reliability Engineer

Statutory
Compliance

Create Notification

Inspection Control
Board

Statutory
Compliance

Planner

Employee Login

Select Start Date /


Time

Perform
Inspection Steps

Select Site

View / Record
Usages

View / Record
Defects

Statutory
Compliance
(AMT Mobile)

Inspector (AMT Mobile)

Inspection
Summary/
Completion

Select Inspection

Select Asset

Select Start Date /


Time

Perform
InspectionSteps

Inspection
Summary/
Completion

Employee Login

Select Site

Operator (AMT Mobile)

Select Inspection

Select Asset

1.1.10.
Process Diagram

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3.3.
1.1.11.

Objectives

The objectives of the inspections process are:


View/Record Notifications in AMT
Import Notifications from an external system

1.1.12.

C: Direct Notification Process

Process Owner

Strategist / Reliability Engineer

1.1.13.

Outputs

The outputs (deliverables) are:

Notifications

1.1.14.

Inputs

Inputs to the inspection process are:

Knowledge of organizations Condition Monitoring requirements

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1.1.15.

Process Diagram

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3.4.

D: Live RCM Process

RCM is short for Reliability Centred Maintenance; it is process of interpreting Condition


Monitoring data against reliability assumptions to optimise maintenance decisions. It is more
complex than the Condition Monitoring features covered in this training manual, and should be
used for high value components where the cost of failure is significant and justifies the
additional complexity.
The diagram below illustrates the components of Live RCM at a high level.

Live RCM is not covered in this training manual.


For more details on Condition Based Maintenance, please see P Condition Based
Maintenance.docx

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4. Procedures (A: Measurements)


1.1.16.

Configure Measurement Codes

When actual measurements are received by AMT, they are classified into four ratings based on
user-defined translation rules. User can set AMT to auto
create a notification and/or workorder if the
measurement reading reaches a certain rating.
Before setting up Measurement Translation Rules, the
corresponded measurement code has to be set up in
AMT.
In AMT Client, open System Administration Usages & Measurements Measurement
Code.

In Measurement Code, a list of existing measurements codes is displayed.

To add a new measurement code, press the blue + button.


To edit an existing measurement code, select the code from the list, then click the blue E
button.
To delete a measurement code, select the code from the list, then click the orange X button.
System Parameter
Element Code

Description
Measurement Code

Element Description

Description of the Element


Code
Unit of measure for that

Element UOM

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Example
PB for lead level in Engine
oil
lead level in Engine oil
ppm, mm, Celsius, Integer
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Lower Normal Level


Upper Normal Level
Measurement Type Code
Measurement
Description
Compartment

Type

Category
Component Code
Workorder Measurement

1.1.17.

element
The normal lower limit for
that measurement
The normal upper limit for
that measurement
What sort of measurement it
is
What sort of measurement it
is
Where the measurement is
taken
What type of measurement it
is
Indicate which component the
measurement was taken from
To be viewable and editable in
workorder

etc.
0
100
EO, TTD
Engine oil, Tyre Tread Depth
Engine, Final Drive, Front left
tyre, etc.
Inspection, Level, Telemetry,
etc.
4000 for engine
Checkbox

Configure Measurement Translation Rules

Once the measurement code has been setup, a translation rule needs to be defined for that
measurement code. Translation rules have 2 main purposes.
1. To prevent invalid measurements from being accepted by AMT.
2. To establish ratings as to which level/range of measurement is and which will generate a
notification and/or workorder.
In AMT Client, open knowledge Database Condition Based Maintenance Measurement
Translation Rule.

Add a new CM Translation Rule by click the blue + button.

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The only compulsory code in code in this


table is CM Code; this is used for the name
of the CM translation rule. This field reads
from the list of measurement code. E.g.
Tread Depth (TD) Tyre Tread depth, Silicon
(SI) Engine oil, etc. A CM Translation rule
cannot be created if the CM code doesnt
exist in measurement code.
Model, Equipment Group, Equipment Class,
Fleet, Site, Component Code, Primary Part
Number, Part Rating and Manufacturer not
compulsory fields they are used as filters.
If these fields are all left blank, then the CM
Translation rule will apply for all assets.
If the CM Translation rule is only for a certain
group of assets, it can be defined by
populating the corresponding fields.
For example if one wants to create a CM
Translation rule only for the engine oil copper
level for all off-high way mining trucks in Site XYZ, He needs to set CM Code* as Copper (CU)
Engine Oil, Equipment Class as OHT and Site as XYZ

Once a CM Translation Rule has been created, each translation rule has to have 4
translation levels.

User can add a translation Level by clicking


.
In AMT, every CM Translation Rule must have 4 translation levels. The Condition of
each level cannot have range overlap with each other. If External rating is used, make

sure Use Ext Rating checkbox is ticked.


If user wants certain rating levels to generate a Notification and/or Workorder, please
make sure Create Notification and/or Create Workorder check box is checked.

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If the external system sends a


rating, tick this box.

The AMT OK rating when the condition is


met

The rule applied to the


measurement entered to create
the chosen alert

Notes

Ratings from external systems are text based categories assigned to sample results,

e.g. F or FAIL
Readings from external systems are numeric measurements such as 200ppm
Ratings from external systems imported into AMT are assigned an AMT Alert reading (3
Medium Alert) based on the condition entered, e.g. = F, when the Use Ext. Rating is
ticked

1.1.18.

View / Record Measurements (AMT Client)

Navigate to Daily Operations / Usages & Measurements / Record Actual Measurement Readings.

Setting the appropriate filters

Setting Display Records with No Readings = Yes (If the measurement is newly
added and has no previous readings)

To add a new measurement, click the + button, then a new role column
Measurement will appear, type in the new reading.

Comments can be added in Other Comments filed.

If a measurement reading is out of range or doesnt meet the CM Translation Rule, then
the reading be display in Grey colour and marked as Ignored.

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It is possible to paste values from a spreadsheet program into AMT rather than entering the
values one by one.

Simply right-click on the Grid, select Copy Table, paste it into the

spreadsheet program, complete the empty cells, and then Paste back into AMT

After the reading has been entered, the


user should click the Refresh button to see
how the measurement was classified.

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Colour

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Description
OK
Low Level Alert
Medium Alert
High Alert
Invalid Reading

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1.1.19.

View / Record Measurements (AMT Mobile)

Measurements can also be recorded in AMT Mobile.


Navigate to Inspection Select a site Measurements

To filter measurements, click Refine

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Measurements can be filtered by asset, fleet and measurement.


To add a new measurement, click on Record Measurement.
To add a measurement reading comment, click on the measurement.

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1.1.20.

Import Measurements from External Systems

Measurement Readings can also be imported from external source, once the measurement
translation rule has been established as Use external rating. It can read any measurement
readings, the readings are imported using an .xml or .csv file through the interface folder.
For more details, please see: AMT System Integration Measurement.docx

Exercise 1 Configure and Record Measurements

Open Measurement Codes from My Functions and create a new Measurement


Code

Open Measurement Translation Rule from My Functions and create 1 translation


and 4 translation levels rule for this new code, set level 3 to auto create notification
and level 4 to auto create workorder

Record various measurements ranging from Level 1 to 4 from both AMT Client and
AMT Mobile.

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5. Procedures (B: Inspections)


5.1.
1.1.21.

Setup Inspection Templates


Electronic Workscope Manager

Electronic Workscope Manager is used to define Inspection Templates. To access Electronic


Workscope Manager, navigate to Knowledge Database / Electronic Workscope Manager.

1.1.22.

Inspection Config

Inspection Config determines the nodes that appear in the inspection and the configuration
of each node in that Inspection.
IMPORTANT: There is no editor for Inspection configurations; the configurations can be loaded
into the AMT database by iSolutions. Inspection configurations can be reviewed and modified in
a workshop with iSolutions when AMT Mobile is deployed. Changes or new configurations can
only be performed by iSolutions. Please contact your iSolutions rep for more information
Inspection Config defines the nodes that make up an Inspection; basically this is the
workflow the user must follow to complete the Inspection. The possible nodes are listed
below.

Usages: Users can view and/or record Usage Readings


Measurements: Users can view and/or record Measurements; Measurements are interpreted
(colour coded ratings) in real-time
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Defects: Users can view and/or record Defects


Inspection Steps: These are the steps defined in the Electronic Workscope

1.1.23.

Inspection Steps

Each Inspection is made up of a series of Inspection Steps. These are defined in the grid on the
bottom half of the Electronic Workscope Manager screen.

Each Inspection Step field is explained in the table below.


System
Parameter
Sequence

The order of when each inspection tasks

1,2,3,4etc.

Component Code

Component code for the item being inspected

Title

The name of the inspection tasks

1000 for engine, 4000


brakes, etc.
Check engine oil level

CM Code

Reading /Measurement of each inspection task

Instructions

Inspection task procedure

Safety

Whether or not if this inspection task is Safety


related
Whether or not if this inspection task is
Environmental related
The name of the SWI for this inspection task

Environmental
Document
File
Name
Operation Impact

Description

The severity of the impact if this asset fail this


inspection task

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Example

Temperature,
measurements, etc.
Take
the
lowest
measurements
tick box

for

wear
of

tick box
filename
Unsafe

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1.1.24.

Inspection Type

Inspection Type helps users (e.g. Operators, Supervisors, Mechanics, and Inspectors) find
relevant Inspections. An Inspection Type is linked to a Labour Activity this is how the list of
Inspections that an Employee can select from in the AMT Mobile Inspections module is filtered.

1.1.25.

Inspection Item Node

During an inspection, inspector can also view/edit defects, record usages and measurements.
There are four Inspection Item Nodes in AMT.

Record Usages
View/edit Defects
Perform Inspection
Record Measurement
Inspection Summary

Record Usages

View/edit Defects

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Perform Inspection

Record Measurements

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Inspection Summary

According to customers requirement, Inspection item node can be setup to display in any order
and repeat multiple times.
Example 1: View Defects Record Measurements Record Usages Perform Inspections
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Example 2: Record Usages Perform Inspections Record Measurement Record Usages


View Defects
IMPORTANT: There is no editor for Inspection Item Node configurations; the configurations can
be loaded into the AMT database by iSolutions. Inspection Item Node configuration can be
reviewed and modified in a workshop with iSolutions when AMT Mobile is deployed. Changes or
new configurations can only be performed by iSolutions. Please contact your iSolutions rep for
more information.

1.1.26.

Inspection Display Modes

Depending on who is performing an Inspection, different types of Inspection require different


levels of detail in the AMT Mobile UI. This is achieved by four different display modes (each
Inspection Config is linked to an Inspection Display Mode):
1.
2.
3.
4.

Simple Wizard
Simple Checklist
Advanced Wizard
Advanced Checklist

For example, Operators may only need to use a Simple Checklist, so they can quickly perform a
pre-start Inspection on an Asset. However, mechanics performing a detailed preventive
maintenance Inspection might want to note down some details and comments of each
inspection task, or add photos and videos as attachments.
Display
Modes
Simple
Advanced
Wizard
List

Feature
For each inspection step, inspector can mark it as OK or Defect
For each inspection step, inspector can give a rating from 1 to 4
Each inspection step is one page, easy to add inspection details for each
step
All inspection steps display in one page, check - list style

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The screenshot below shows a Simple Checklist:

And this shows one Inspection Step within an Advanced Wizard:

1.1.27.

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5.2.

Statutory Compliance

Users can see the status of Strategy Tasks (e.g. Inspections) that must be audited (e.g. for
regulatory reasons) in the Statutory Compliance screen.
For each Strategy Task, Statutory Compliance shows: (i) when it was last performed, (ii) the last
Workorder Number, and (iii) the Next Due Date.
Colour coding is used to highlight the
status:
Not yet within 10% of frequency
Within 10% of frequency

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Past compliance
The Statutory Compliance screen can be
accessed in AMT Mobile at Inspections /
Statutory Compliance.

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5.3.
1.1.28.

Perform an Inspection
Select Site

A Site must be selected.

Once a Site has been selected, navigate to Inspections from the menu.

1.1.29.

Employee Login

The Employee performing the Inspection must login. Employee accounts are protected by an
Employee PIN. Only an Administrator can change an Employees PIN.

1.1.30.

Select Asset

Select an Asset to inspect.

1.1.31.

Select an Inspection

Select an Inspection.

The list of Inspections:

Is filtered by Inspection Type


Is restricted to Inspections allowed for the Labour Activity of the Employee performing
the Inspection
Includes incomplete Inspections (these show in the list with the previous date/time in
brackets after the Inspection Name), so Employees can resume and complete these
Inspections (e.g. A mobile may have lost power while an Inspection was in progress)

1.1.32.

Select Start Date / Time

The Asset, Employee and the selected Inspection are displayed. The Start Date / Time can be
modified and confirmed before commencing the Inspection.

1.1.33.

View / Record Usages

The most recent usage values are shown.

After pressing the Record Usages button, new usage readings can be entered. These are
subject to the same validation rules as any usage readings entered into AMT.

1.1.34.

View / Record Defects

In Defects, all current defects listed on the selected site will be displayed. User can filter
defects by Asset and Fleet by clicking the Refine button.
To add a new defect, click the red Add new Defect button.

In Add New Defect page, user can enter the details of the defect, user Repair Instructions and
attachment photos or documents can also be added.

1.1.35.

Perform Inspection Steps

The screenshot below shows an example of an Inspection configured to display as a simple


checklist. Each step can be flagged as either Ok or Defect and Feedback information can
be entered.

Feedback can be entered by pressing the Feedback button.

Instructions for the Inspection Step can be viewed by pressing the Instructions button. The
Instructions indicate if the Inspection Step has Safety or Environmental implications, and
optionally include an image to graphically explain the Step Instructions.

1.1.36.

Inspection Summary / Completion

Once all Inspection Steps have been performed, an Inspection Summary screen is shown.
Pressing the View Defects Raised button will show the user the Inspection Steps that were
flagged as Defect.
Once the Save & Close button is pressed, the Inspection is completed.

Exercise 2 Create a new Inspection Template

Open Electronic Workscope Manager from My Functions and create a new


Inspection for one equipment model

Setup 7 inspection steps for this new inspection you just created

Launch AMT Mobile and try to perform an Inspection using the inspection template
you just created.

5.4.
1.1.37.

Central Visibility / Inspection Control


Inspection Control Board

The Inspection Control Board allows users to view, manage and edit Inspections. It can be
launched by navigating to Daily Operations / Inspections.
The left hand side of the split screen shows a list of Inspections in a grid. Full grid filtering and
sorting features are available.
The right hand side of the split screen shows details of the Inspection selected in the grid.
To create a Notification from an Inspection, press the Add Notification button.
If a Notification has been created for this Inspection, then the Notification Created check box
will be checked and the black button on the right hand side will change to Go to Notification.

1.1.38.

Statutory Compliance

Users can see the status of Strategy Tasks (e.g. Inspections) that must be audited (e.g. for
regulatory reasons) in the Statutory Compliance screen.
Statutory Compliance is available by navigating to Daily Planning / Statutory Compliance.
For each Strategy Task, Statutory Compliance shows: (i) when it was last performed, (ii) the last
Workorder Number, and (iii) the Next Due Date.
Colour coding is used to highlight the status:

Not yet within 10% of frequency


Within 10% of frequency
Past compliance

How to Configure a Strategy Task to Show in Statutory Compliance


In order to have the strategy tasks viewable in Statutory Compliance, it has to meet two
criteria.

1: The strategy task must be a Planning Task:

2: In the Job Details of the Strategy Task, OH&S must be set to a value that is flagged as
auditable in the OH&S system table:

Exercise 3 Set a task as statutory task

Select an equipment, and choose set one of its strategy tasks as statutory task

Open Statutory Compliance from My Functions and filter for that equipment

See if that statutory task show up in Statutory Compliance

5.5.
1.1.39.

Notification Workfow
Notification Control Board

The Notification Control Board allows users to view, manage and edit Notifications. It can be
launched by navigating to Daily Operations / Notifications.
The left hand side of the split screen shows a list of Notifications in a grid. Full grid filtering
and sorting features are available.
The right hand side of the split screen shows details of the Notification selected in the grid.

1.1.40.

Modify Notification

Users can modify the details of each notification:

Rating of the Notification (1 OK; 2 Low Alert; 3 Medium Alert; 4 High Alert)
Assigned To (Account Manager; Coordinator; Customer; Service)
Assigned To Person (Type in the name)
Status (Acknowledged; Assigned; Closed; Customer Contacted; Open)
Workorder (If there is one, the Workorder Number will display here)
Comments (add a comment and view others comments)
Communicate (Manually send an email to notify someone and view previous emails)

To view or print the Notification Details, click on the Actions button.

In the Raise tab, details of the Notification can be viewed. Repair Instructions can be added
and photos/documents can be attached.

1.1.41.

Communication

In the Assign and Action tab, Workorder Details can be viewed (e.g. Workorder Number, Title,
Date Created, and Workorder Status).

In the Audit tab, an audit trail is displayed with the most recent record at the top.

1.1.42.

Create a Workorder from a Notification

A Workorder could have been automatically generated by an Inspection, Measurement or CBM


rules.
A user can also manually create a Workorder from a Notification.

To create a Workorder from a Notification, in the right pane click on Actions and choose
Create Workorder.

Once the Workorder has been saved, in Assign and Action of that Notification the Workorder
Number and Title is displayed the Auto Created check box is unchecked in this case.

Exercise 4 Manage Notification

Open Notifications from My Functions.

Try to filter, sort some notifications

Select a notification and manually created a workorder for that notification

Select a notification and manually send an email to your colleague or yourself

6. Learning Summary
(Recap of learning objectives)

Concepts
o Basic understanding of RCM, CM, CBM and RA (Reliability Analysis)
o High level understanding of how the AMT modules/functionality fit together
Knowledge Database
o Electronic Workscope Manager
o Setup Inspection Templates
o Awareness of Inspection Config
o Understand Inspection Types
o Understand Inspection Display Modes
o Understand Labour Activity and filtering of Inspections
Statutory Compliance
o View and understand Statutory Compliance (AMT Web)
o View and understand Statutory Compliance (AMT Mobile)
Perform Inspections
o View / Record Usages in AMT Mobile
o View / Record Measurements in AMT Mobile
o View / Record Defects in AMT Mobile
o Perform Inspection Steps
o Understand the 4 different Inspection display modes (and config)
o Understand Operational Impact
o Perform Inspection Step linked to CM Code
Setup Measurements
o Setup CM Codes for Measurements in the system table
Measurement translation rules
o Setting up measurement translation rules
o Difference between standard method and Use External rating
o Actions
Actual Measurements
o Entering manually
o Importing
o Entering on a WO
o Entering on a checksheet (Mobile)
o Understand the rating of a measurement
Inspection Control Board
o View completed Inspections
o Create Notification from Inspection
Notification Control Board
o View, sort, filter Notifications to find items that require action
o Communication workflow of a Notification
o Create Workorder from Notification

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