Sunteți pe pagina 1din 26

EAM - Condition Based

Maintenance - Asset
Calibration or Inspection to
Work Notification
Demo Script

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 1
Table of Contents
EAM – Condition Based Maintenance - Asset Calibration or Inspection to Work Notification [EDUM0251]
............................................................................................................................................................................1
EAM - Condition Based Maintenance - Asset Calibration or Inspection to Work Notification....................1
Create Work Order..........................................................................................................................................7
Create Work Order..........................................................................................................................................10
Complete Work Order Operation....................................................................................................................12
Complete Work Order.....................................................................................................................................15
View Quality Results......................................................................................................................................19
Review Resulting Work Request....................................................................................................................20
Review Resulting Work Order........................................................................................................................22
Review Notification........................................................................................................................................23
Flowchart........................................................................................................................................................24

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page i
EAM - Condition Based Maintenance - Asset Calibration or
Inspection to Work Notification
Document Control

Date Owner App Versio Change Reference


Release n
Gael.Fransson 11.5.10r2 v1.1 Additional industry variables.
18-Nov-2004 Gael.Fransson 11.5.10 V1.1
09/16/2004 Deepa 11.5.10 V1.1 Added Select Organization = FAC on page
Venkatesan 6.
26-Sep-2004 Jyotirmaya Panda 11.5.10 No more changes suggested Ready to post
10-Jun-2005 Gael Fransson 11.5.10r2 V1.2 .

Objective
The purpose of this script is to demonstrate condition-based maintenance using an inspection or
calibration activity. The defined activities have associated Quality Collection Plans with
predefined conditions associated with actions to trigger additional work, record a quality action
log and send notification indicating the need for additional work based on the condition. At
operation or work order completion, an associated quality collection plan triggers actions based
on results entered. The generated work can have a predefined Activity, which has been defined
with one of the examples. Content variables with inspection activity are provided for Fleet,
Facilities and Retail. Content for demonstrating using calibration activity is provided with
industry variables for Life Sciences, Medical Devices & Pharmaceuticals.

What's New?
Industry content has been added for Life Sciences, both Medical Devices and Pharmaceuticals.
These examples use calibration activity.

Using an Activity for inspection, we will demonstrate condition-based maintenance by providing


a quality collection plan associated to the Operation or Work Order completion. The quality
collection plans have action triggers based on the result that will generate a Work Request or
Work Order for additional work and an email notification for alerting the need to determine
disposition of an asset. The Quality Results Action Log will also be populated.

Triggering follow-up Work Request using Quality Results can occur at either Operation
Completion or Work Order Completion. The Facilities example, Conference Room Checklist
has been setup for Operation Completion. All other seeded content has been setup for Work
Order Completion.

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 1
You have the option to create the Work Orders to be used in this script using Preventive
Maintenance Scheduled, which have been setup for the examples provided. This script will
address creating the Work Orders for the Activity.

Additional examples for Fleet have been defined and scripted with Preventive Maintenance
Schedules. These are included in the script: EAM – Fleet Maintenance.

The navigation and responsibilities for self-service maintenance user has changed.

Pitfalls
The navigation provided is using html (OA Framework) interface and Operator messages during
entry of Quality Results is not supported. In order to see the operator notification, you must use
forms. However, since the UI is better positioned with html, the script will perform all steps in
this interface.

Assumptions

Related Business Flows (Optional)

Related Documents
http://globalxchange.oraclecorp.com/demodocs >Reference Materials Folder > Fundamentals

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 2
Pre Demo Steps
1. Verify Collection Plan is Mandatory – Optional.

Vision is deployed without Mandatory Quality Collection, except where the field made
specific request to establish as mandatory. Depending on the focus of your presentation, you
may choose to make these collections mandatory, so that you are prompted for the entry – a
positive selling feature.

 Login

Field Facilities Fleet Discrete Life Sciences Life Sciences -


Manufacturing - Medical Pharmaceuticals
Devices
User/Passwor Operations/welcome Operations/welcome MNT/welcome MNT/welcome PMNT/welcome R
d
Responsibility Enterprise Asset Enterprise Asset Enterprise Enterprise Enterprise Asset E
Management, Vision Management, Vision Asset Asset Management, M
Operations Operations Management, Management, Process V
Vision Vision O
Operations Operations
Comment User MNT and the User MFG and User MFG and User PROCESS
referenced the referenced the referenced _OPS and the
responsibility may responsibility responsibility referenced
also be used. may also be may also be responsibility
used. used. may also be
used.

 (M) > Quality > Setup > Collection Plans

 Select Organization from the LOV

Field Facilities Fleet Discrete Life Sciences Life Sciences - Retail


Manufacturing - Medical Pharmaceuticals
Devices
Organization FAC – FAC – EM1 – Seattle EM1 - Seattle EM2 - PR1 H1 -
Facility Facility Maintenance Manufacturing Maintenance Vision
Operations Operations Stores
US

 Query Collection Plan

Field Facilities Fleet Discrete Life Life Sciences - Retail

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 3
Manufacturing Sciences Pharmaceuticals
- Medical
Devices
Collection Building Vehicle Vehicle Calibration Calibration Scale Inspection
Plan Safety Inspection Inspection Multimete EM2 Report H1
Inspection FAC EM1 r EM1
or
Conference
Room
Checklist

All collection plans are setup for Work Order Completion, with the exception of
Facilities example, Conference Room Checklist, that is associated with Operation
Completion. If using Facilities, you may choose either or both by repeating the step to
make mandatory.

There is another example for Tire Inspection setup for Fleet. If this is preferred, please
see script: EAM – Fleet Maintenance.

 (B) Transactions

 Check the Mandatory box

 Save.

2. Modify Collection Plan Mandatory Elements – Optional.

 (M) > Quality > Setup > Collection Plans

 Select Organization from the LOV if prompted

Field Facilities Fleet Discrete Life Life Sciences - Retail


Manufacturing Sciences - Pharmaceuticals
Medical
Devices
Organization FAC – FAC – EM1-Seattle EM1-Seattle EM2 - PR1 H1 -
Facility Facility Maintenance Maintenance Maintenance Vision
Operations Operations Stores
US

 Query Collection Plan

Field Facilities Fleet Discrete Life Life Sciences - Retail


Manufacturing Sciences Pharmaceuticals
- Medical
Devices

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 4
Collection Building Vehicle Vehicle Calibration Calibration Scale Inspection
Plan Safety Inspection Inspection Multimete EM2 Report H1
Inspection FAC EM1 r EM1
or
Conference
Room
Checklist

 Select the Mandatory checkbox next to the Collection Element record/s that you want to
be Mandatory

 (I) Save.

3. Customize the Notification Address – Optional.

The email notification has been defined for the Conference Room Checklist collection plan.

 (M) > Quality > Setup > Collection Plans

 Select Organization from the LOV if prompted

Field Facilities Life Sciences - Pharmaceuticals


Organization FAC – Facility Operations EM2 - PR1 Maintenance

 Query Collection Plan

Field Facilities Life Sciences - Pharmaceuticals


Collection Plan Conference Room Checklist Calibration Scale EM2

 Select Collection Element

Field Facilities Life Sciences - Pharmaceuticals


Collection Element Conference Table Damage Calibration Mass EAM

 (B) Actions

 (B) Action Details

 Change ‘To’ email address

Field Value
‘To’ email User Defined

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 5
You can make this your own email or mobile devise address. Or you may want to
address the notification to a mobile devise for your customer if you have gathered this
information during discovery.

Change this value to that which you want to be alerted during the demonstration.

 (I) Save.

4. Verify that there are no Work Order's in Released status with Activity being used in the
demonstration.

Field Facilities Fleet Discrete Life Life Sciences - Retail


Manufacturing Sciences - Pharmaceuticals
Medical
Devices
Asset Building C401 DTF35001 MDA- Scale-001 Vintage
Number 100 PROD6 Oaks Store
Activity Building Vehicle Vehicle Point Multimeter Scale Calibration Building
Inspection Point Inspection Calibration Inspection
Inspection
Activity Oil Change Oil Change

If you have existing Work Order's with this Activity, the result of the collection WILL NOT
trigger the Work Order as the script defines. This is due to a product limitation, preventing
multiple Work Order's in a Released status with the same Activity. These should be
completed or cancelled prior to your demonstration.

If Pre Demo Steps complete, goto task #5. Otherwise, goto task #1.

Begin Demo

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 6
Create Work Order
Create Work Order
Optionally, you can start the flow by generating the Work Order from a Preventive Maintenance
Schedule, but we will use the Work Order in this script. Preventive Maintenance Schedules have
been setup for all examples.

Optionally, you can start the flow with creating a Work Request and create the Work Order with
reference to the Work Request. We will begin this script with the entry of a Work Order.

Triggering follow-up Work Request or Work Order using Quality Results can occur at either
Operation Completion or Work Order Completion. The Facilities example, Conference Room
Checklist has been setup for Operation Completion. All others have been setup for Work Order
Completion.

If Showing Facility Example with Operation Completion Trigger goto task #6. Otherwise,
goto task #5.

5. Create Work Order

 Login

Field Facilities Fleet Discrete Life Sciences Life Sciences


Manufacturing - Medical Pharmaceutica
Devices
User/password Operations/welcome Operations/welcome MNT/welcome MNT/welcome PMNT/welcom
Responsibility Maintenance Super Maintenance Super Maintenance Maintenance Maintenance
User, Facilities User, Vision Super User, Super User, Super User,
Operations Vision Vision Process
Operations Operations
Comment User MFG and User MFG and User PROCESS
the referenced the referenced _OPS and the
responsibility responsibility referenced
may also be may also be responsibility
used. used. may also be
used.

 Select Organization from the LOV

Field Facilities Fleet Discrete Life Life Sciences - Retail


Manufacturing Sciences - Pharmaceuticals
Medical
Devices

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 7
Organization FAC – FAC – EM1 – Seattle EM1 – EM2 - PR1 H1 -
Facility Facility Maintenance Seattle Maintenance Vision
Operations Operations Maintenance Stores
US

 (T) Work Orders

 (B) Create Work Order

 Enter the Work Order information as follows:

There are many optional fields you may enter as required. This script addresses the
variables by industry, required fields and anywhere suggestions help with ease of
navigation or value points.

Seeded content include other assets listed below, but the script will be written using a
single example in each situation.

For Fleet, you may use C401, TR401 or assign the Activity to any of the applicable
Asset Number.

For the Discrete Manufacturing Maintenance Organization EM1, DTF35000 and


DTF35001 can be used.

For Retail and Life Sciences - Medical Devices, the seeded content is listed in the table.

Field Facilities Fleet Discrete Life Life Sciences - Retail


Manufacturing Sciences - Pharmaceuticals
Medical
Devices
Asset Building C401 DTF35001 MDA- Scale-001 Vintage
Number 100 PROD6 Oaks Store
Activity Building Vehicle Vehicle Point Multimeter Scale Calibration Building
Inspection Point Inspection Calibration Inspection
Inspection
Schedule May want May want May want to May want May want to May want
Start to enter a to enter a enter a time of a to enter a enter a time of a to enter a
Date time of a time of a few hours ago time of a few hours ago to time of a
few hours few hours to fit with few hours fit with few hours
ago to fit ago to fit completion ago to fit completion times. ago to fit
with with times. with with
completion completion completion completion
times. times. times. times.
Duration 7 4 4 1 8 2
Status Release Release Release Release Release Release

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 8
Edit additional information, as you feel appropriate for your presentation.

 (B) Apply

You should receive a confirmation message that a Work Order was created. It should
provide you the number.

 Write down the Work Order number.

If Showing Facilities Example with Operation Completion Trigger goto task #6. Otherwise,
goto task #8.

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 9
Create Work Order
Create Work Order
If Showing Facility Example with Operation Completion Trigger goto task #6. Otherwise,
goto task #5.

6. Create Work Order

Optionally you can start the flow with creating a Work Request or generating the Work
Order from a Preventive Maintenance Schedule, but we will use the Work Order in this
script.

 (T) Work Orders

 (B) Create Work Order

 Enter the Work Order information as follows:

There are many optional fields you may enter as required. This script addresses the
variables by industry, required fields and anywhere suggestions help with ease of
navigation or value points.

Any of the Asset Numbers representing conference rooms can be used, but a single
example has been defined in the script. Conference room asset numbers prefix is ‘OFC’
and suffix ‘C’

Field Facilities
Asset Number OFC-B100-2-240C
Activity Conference Room Review
Schedule Start Date May want to enter a time of a few hours ago to fit with completion times.
Duration 1
Status Release

Edit additional information, as you feel appropriate for your presentation.

 (B) Apply

You should receive a confirmation message that a Work Order was created. It should
provide you the number.

 Write down the Work Order number.

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 10
If Showing Facility Example with Operation Completion Trigger goto task #7. Otherwise,
goto task #8.

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 11
Complete Work Order Operation
Complete Work Order Operation
7. Complete Work Order Operation

If you are using the Facilities, Conference Room, Asset Number OFC-B100-2-240C
example, the trigger of additional work and notification based on the condition of the
conference room occurs with the Operation Completion transaction.

Now we are going to simulate that the employee has actually performed the inspection and
change roles to be that employee entering the completion. We will not change users for this
script, so you will need to position the change in role to that of the Facility Assistance who
just conducted the inspection.

You may choose to show this using the Maintenance User Workbench, the role based UI. To
do so, you will need to Logout and Login as a User in the assigned department. In this
script, we will change roles in positioning only, using the same Login to perform the
Operation Completion.

You should be on the Work Order Tab.

 Search for the Work Order that you just created

Field Facilities
Work Order Value Generated in Prior Step

The Work Order will be displayed or a list of Work Orders may be displayed if you
searched using information.

There are many options for searching for the Work Order. You can cut and paste it from
the confirmation message you just received. You can use simple or Advanced Search
option, so position these benefits as you see appropriate in your presentation.

If you queried the Asset Number prior to creating the Work Order, your Work Order will
be displayed on the page upon creation.

 (B) Go

 (H) Work Order Number

The Operations Tab for the Work Order is displayed along with the links to other Work
Order information.

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 12
Feel free to discus the other links from this Work Order, although in this case we have
completed and inspection and thus, no materials or related Work Order information is
associated, unless you chose to do so.

The default navigation option is Operation Complete/Uncomplete.

 (B) Go

The Complete Operations page will be displayed.

 (I) Enter Quality Results

You will get a message indicated page content has not been saved and will be lost – this
is a framework standard.

 (B) OK

This will clear the message box and the Enter Quality Results page will be displayed.

Discuss that elements on a plan can be required or can be option.

Discuss that default values can be seeded in the results and that LOV can be available
for consistent and accurate collections.

 Enter Quality Collection information as followings:

Field Facilities
How Many Chairs in Room? User Defined
Are all chairs matching color? Yes
What Type Conference Table? Select from LOV
Is Conference Table Damaged? Yes
Does Room Need Cleaning? Yes

These values will each result in a Work Request and an entry in the Quality Action Log.

The Conference Room Checklist Quality Collection Plan has a number of fields, some
with default values and LOV options. If you accept default values, you will not
generate a notification or a Work Request.

If you want to trigger a Work Request, you will need to indicate ‘Yes’ in the Collection
Element ‘ Does the room need cleaning?’ This will result in a Work Request for
janitorial services for the conference room.

If you want to trigger an email notification, you will need to indicate ‘Yes’ in the
Collection Element ‘Is Conference Table Damaged?’ This will result in an email
notification to the address specified on the Collection Plan.

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 13
 (B) Apply.

You will be returned to the Operation Completion page. There is not a confirmation
message and the Results Entered checkbox is not yet marked.

All required information to complete the Operation should default – change and discuss
according to your needs.

 (B) Apply

A confirmation page will be displayed.

 (B) OK.

If Showing Facility Example with Operation Completion Trigger goto task #9. Otherwise,
goto task #8.

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 14
Complete the Work Order

Complete the Work Order


8. Complete the Work Order.

We are not changing users, so you will want to discuss the role that you are now taking. The
Work Order for Inspection has just occurred. You want to record the completion and collect
the related Quality Collection.

You may choose to show this using the Maintenance User Workbench, the role based UI. To
do so, you will need to Logout and Login as a User in the assigned department. In this
script, we will change roles in positioning only, using the same Login to perform the
Operation Completion.

 Search for the Work Order that you just created

Field Value
Work Order Value Generated in Prior Step

 (B) Go

The Work Order will be displayed or a list of Work Orders may be displayed if you
searched using information.

There are many options for searching for the Work Order. You can cut and paste it from
the confirmation message you just received. You can use simple or Advanced Search
option, so position these benefits as you see appropriate in your presentation.

If you queried the Asset Number prior to creating the Work Order, your Work Order will
be displayed on the page upon creation.

 (I) Work Order Completion for the Work Order you are completing.

The Work Order Completion page will appear.

 (I) Enter Quality Results

You will get a message indicated page content has not been saved and will be lost – this
is a framework standard.

 (B) OK

This will clear the message box and the Enter Quality Results page will be displayed.

Discuss that elements on a plan can be required or can be option.


Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 15
Discuss that default values can be seeded in the results and that LOV can be available
for consistent and accurate collections.

 Enter Quality Collection information as follows:

Field Facilities Fleet Discrete Life Life Sciences - Retail


Manufacturing Sciences Pharmaceuticals
- Medical
Devices
Collection Building Vehicle Vehicle Calibration Calibration Scale Inspection
Plan Safety Inspection Inspection Multimete EM2 Report H1
Inspection FAC EM1 r EM1
Viscosity N/A User User Defined N/A N/A N/A
Defined
%Water N/A Value >1 Value >1 N/A N/A N/A
Specific N/A User User Defined N/A N/A N/A
Gravity Defined
Entrance No N/A N/A N/A N/A N/A
Rail to
Code?
Entrance Fail N/A N/A N/A N/A N/A
Ramp?
Restroom No N/A N/A N/A N/A N/A
Handrails
to Code?
Followup N/A Oil Change Oil Change N/A N/A N/A
Activity
OHM N/A N/A N/A 102 N/A N/A
Reading
Entrance N/A N/A N/A N/A N/A Safe
Paint and N/A N/A N/A N/A N/A Weathered
Trim
Electrical N/A N/A N/A N/A N/A Safe
Systems
Fire N/A N/A N/A N/A N/A Pass
Alarms
Calibration N/A N/A N/A N/A 99 N/A
Mass
Calibration N/A N/A N/A N/A User defined - N/A
Tag 10 characters
Number
Completion User defined User User defined - User User defined - User

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 16
Notes - 150 defined - 150 characters defined - 150 characters defined -
characters 150 150 150
characters characters characters
Script The Entrance The Percent The Percent The OHM The Calibration The Paint
Comment Rail, Ramp Water Water element Reading Mass will trigger and Trim
and element will trigger a will trigger a Work Request element
Restroom will trigger Work Order, as a Work if value is will trigger
Handrails a Work defined by the Request if outside range of a Work
will each Order, as Quality outside 99.99 GM- Request
result in a defined by Collection range 99- 100.01 GM. when value
Work the Quality Plan. In the 101 OHM. In the html is
Request with Collection html interface, interface, the Weathered.
these values. Plan. In the the message to message to the A message
This could html the operator operator is not to the
have been interface, requesting that displayed. You operator is
defined to the message they enter the may prefer to also
generate a to the Followup perform this step seeded;
Work Order operator Activity is not in forms to however
with a requesting displayed. You demonstrate the this does
Followup that they may prefer to Operator not display
Activity. enter the perform this Message. in the html
Because it is Followup step in forms interface -
common in Activity is to demonstrate does
an not the Operator display in
infrastructur displayed. Message. forms UI.
e or facilities You may Otherwise, you
environment prefer to will have to
to initiate perform postion that
work from this step in you know the
Work forms to Oil Change is
Request, this demonstrate required as a
has been the result of the
setup with a Operator test.
triggered Message.
Work Otherwise,
Request. you will
have to
postion that
you know
the Oil
Change is
required as
a result of
the test.

These values will result in a Work Request or Work Order as defined by the Collection
Plan. An entry in the Quality Action Log will also be made.

 (B) Apply

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 17
You will be returned to the Work Order Completion page. There is not a confirmation
message and the Results Entered checkbox is not yet marked.

 Edit Actual Start Date and Time – Optional.

The date and time will be defaulted from that which was entered at Work Order
creation. You may modify it.

 Edit the Actual Duration - Optional.

Defaults from the Activity Routing, but can be edited if desired.

 Enter Reconciliation Code – Optional.

A reconciliation code may be selected from the list of values.

 Enter Meter Reading Value - if applicable to asset on associated Work Order.

Field Value
Meter Value User Defined Value > Previous Reading

If the asset for which you created the Work Order has a mandatory meter reading
associated, you will be required to enter the meter reading value before completing the
Work Order. Enter the reading value.

This is an opportunity to point out how the application controls can benefit accuracy
and maintenance history for an asset.

 (B) Apply.

The completion Confirmation page will be displayed.

 (B) OK.

The search Work Order page will appear retaining the Work Order search that was
previously entered.

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 18
View Quality Results

View Quality Results


9. View Quality Results - Optional

Once you have completed the Operation or the Work Order Completion with Quality
Results, you can view these results from the Work Order.

You should be on the Work Order Tab with your Work Order listed.

 (H) Work Order

Select the Work Order that you created and transacted above.

The Work Order Operations information page will be displayed.

 (H) Quality Plans

This link provides access to Work Order level and Operation level Quality Collection
Plans associated.

 (I) View Quality Results

The Quality Results Entered column should have a check, indicating that the quality
information entered previously has been stored with the Work Order for reporting.

Choose the Work Order or Operation Quality Results Eyeglass icon to view results
previously entered.

Discuss that the user has the opportunity to correct any results entered in error, using the
Update icon located to the right.

Now let’s change roles again and review the results of this collection.

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 19
Review Resulting Work Request

Review Resulting Work Request


10. Review Resulting Work Request that was generated – Optional.

Provided you entered in the Collection Elements described above for triggering work, you
will now be able to illustrate the generation of additional work and/or electronic notification.

Note that system performance can affect the amount of time this takes.

Facilities Example: Based on the reported condition, the conference room reported as not
cleaned, will trigger a request for janitorial services to clean the asset (room) or the building
safety inspection will trigger a Work Request for each condition failing to pass code. If
multiple conditions triggered a Work Request, there will be a separate Work Request for
each condition.

Fleet Example (provided in EM1 and FAC): Based on the percent of water reported in the
oil with a value greater than one, the results will trigger a follow up Work Request,
suggesting and Oil Change. Oil Change has been defined as an Activity with Routing and
BOM associated, so you may carry on through creating a Work Order from the Work
Request; however, we will not cover this in the script.

Life Sciences examples will result in a Work Request based on the result of the calibration,
Medical Device example - OHM reading for the multi-meter and Pharma example - gross
mass for the scale.

Retail example will result in a Work Request.

 (T) Work Request

 Search for Work Request, using Asset Number

Field Facilities Fleet Discrete Life Life Sciences - Retail


Manufacturing Sciences - Pharmaceuticals
Medical
Devices
Asset Building 100 C401 DTF35001 MDA- Scale-001 Vintage
Number or OFC- PROD6 Oaks
B100-2-240C Store

 (B) Go

The asset for which we just performed inspection will now have associated Work
Request displayed.

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 20
Notice in the Description of the Work Request, the text contains:

Quality Initiated Work Request: followed by the applicable text used defined with the
Quality Action Details.

You may continue and create the Work Order for the request if you choose, although
this script will not address this. You can create a Work Order directly from the Work
Request or you may create a Follow-up Work Order.

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 21
Review Resulting Work Order

Review Resulting Work Order


11. Review Resulting Work Order

 (H) Work Orders: All

 (B) Clear

Clear the previously entered search criteria and perform new search.

 Search for Work Order, using Asset Number

A new Work Order will have been generated using the Followup Activity for the Oil
Change.

Field Fleet Discrete Manufacturing


Asset Number C401 DTF35001

 (B) Go

The asset for which we just performed inspection will now have an additional Work
Order with Activity for Oil Change. It will be in Released status, ready for transactions
to be performed.

Summarize the flow: Work Order for inspection with collection of measured elements.
When results entered did not meet predefined criteria, additional work was triggered in
response to the condition. In the case or the Work Order, an Activity is already assigned and
the work is Released.

If Showing Facility Example with Operation Completion Trigger goto task #12. Otherwise,
End of activity.

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 22
Review Notification

Review Notification
12. Review the Notification generated – Optional.

This step applies only to Conference Room assets.

Provided you entered ‘Yes’ in the Collection Elements described above for triggering the
notification, you will now be able to view the electronic notification at the address that you
specified. Based on the reported condition of the conference room table, reported as
damaged during operation completion, will trigger a notification for the facilities manager to
determine the disposition of the asset.

If you modified the alert notification email address, check the assigned email and review the
notification.

If you did not modify the email address for this notification, use the next tasks to display the
notification.

Note that system performance can affect the amount of time this takes.

 (H) Home to Return to the Application Portal

 (H) email Notification/Alert in the Direct Access Portlet

 Login: General/welcome

 View Notifications

The notification from the result about the conference table damaged will contain the
subject: Furniture Damage Notification.

The message text indicates the need to determine the disposition of the fixed asset by
the facilities director or the role of the person you determined makes this decision for
your customer.

End of activity.

Demo Support
Please see http://adsweb.oracleads.com > (M) Support > Procedures, for current information
regarding demonstration support.

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 23
Flowchart
A
Start
Create Work Order
Create Work Order (5) Showing
Modify Collection Plan Facility Example with
Y
to be Mandatory – Operation Completion
Optional. (1) Trigger?
Modify Collection Plan
Mandatory Elements –
Showing
Optional. (2) N
Facility Example with
Customize Notification N
Operation Completion End
Address – Optional. (3)
Trigger?

Y
Review Notification

Y Complete Work Review Notification


Pre Demo
generated – Optional.
Steps complete? Order Operation (11)
Complete Work Order
Operation (6)
N End

Showing
Facility Example with
Showing Y
Operation Completion
Facility Example with Trigger?
Y C
Operation Completion
Trigger?
A
N
B
N
Complete Work
Order
Create Work Order
Complete Work Order.
Create Work Order (4) (7)

View Quality
Showing Results
Facilities Example View Quality Results -
with Operation Optional (8)
N
Completion Trigger?
B

Review Resulting
Y Work Request
A
Review Resulting Work
Request that was
generated – Optional.
(9)
Review Resulting Work
Showing Request (10)
Facility Example with
N
Operation Completion
Trigger?

Copyright © Oracle Corporation, 2003. All rights reserved.

EAM - Asset Inspection to Work Notification


Page 24

S-ar putea să vă placă și