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Maintenance	
  Scheduling	
  in	
  JDE	
  

               Denise	
  Hill	
  
                Powerco	
  



                The most comprehensive Oracle applications & technology content under one roof
Powerco	
  	
  
•  Powerco	
  is	
  New	
  Zealand's	
  second	
  largest	
  
     electricity	
  and	
  gas	
  distribu8on	
  company.	
  	
  
•  We	
  service	
  approximately	
  420,000	
  consumers	
  
     represen8ng	
  46%	
  of	
  gas	
  connec8ons	
  and	
  16%	
  
     of	
  electricity	
  connec8ons	
  in	
  New	
  Zealand.	
  
	
  
	
  


                           The most comprehensive Oracle applications & technology content under one roof
The most comprehensive Oracle applications & technology content under one roof
Powerco	
  
•  Asset	
  management	
  company	
  
•  Maintenance	
  field	
  services	
  contracted	
  out	
  to	
  




                          The most comprehensive Oracle applications & technology content under one roof
Historically	
  
•  Work	
  issued	
  to	
  Service	
  Provider	
  and	
  results	
  came	
  
   back	
  on	
  paper	
  
•  Very	
  hard	
  to	
  track	
  what	
  had	
  been	
  done	
  /not	
  
   done	
  
•  Individual	
  MS	
  Access	
  databases	
  /	
  spreadsheets	
  
   with	
  result	
  data	
  and	
  defects	
  
•  $15	
  million	
  –	
  sufficient	
  yield	
  ?	
  
•  Regulated	
  company	
  so	
  maintenance	
  spend	
  is	
  
   regulated	
  

                              The most comprehensive Oracle applications & technology content under one roof
Gaps	
  
•  No	
  company	
  wide	
  view	
  of	
  asset	
  condi8on	
  
•  Inconsistent	
  applica8on	
  of	
  maintenance	
  
   standards	
  
•  Defects	
  managed	
  inconsistently	
  across	
  regions	
  
•  Squeaky	
  wheel	
  got	
  the	
  oil	
  




                         The most comprehensive Oracle applications & technology content under one roof
Solu8on	
  
•  Use	
  JDE	
  maintenance	
  scheduling	
  applica8on	
  
•  Use	
  Service	
  Request	
  applica8on	
  to	
  manage	
  
   defects	
  




                         The most comprehensive Oracle applications & technology content under one roof
Assets	
  
•  Asset	
  master	
  for	
  network	
  assets	
  is	
  GIS	
  (ESRI	
  +	
  
   ArcFM	
  version	
  9.3)	
  
•  Interface	
  between	
  GIS	
  &	
  JDE	
  using	
  BizTalk.	
  
   Adds,	
  updates	
  and	
  deletes	
  processed	
  	
  
•  Only	
  assets	
  that	
  have	
  a	
  capital	
  value	
  and/or	
  
   are	
  scheduled	
  for	
  maintenance	
  are	
  sent	
  to	
  JDE	
  
•  Asset	
  count	
  in	
  JDE	
  is	
  over	
  2.5	
  million	
  


                              The most comprehensive Oracle applications & technology content under one roof
Asset	
  Hierarchy	
  
•  Assets	
  arranged	
  in	
  JDE	
  in	
  a	
  hierarchy	
  
•  Hierarchy	
  based	
  on	
  spa8al	
  loca8on	
  and	
  
   connec8vity	
  




                            The most comprehensive Oracle applications & technology content under one roof
Electricity	
  Hierarchy	
  




        The most comprehensive Oracle applications & technology content under one roof
Gas	
  Hierarchy	
  




    The most comprehensive Oracle applications & technology content under one roof
Where	
  to	
  Schedule	
  ?	
  
•  Compromise	
  between	
  keeping	
  number	
  of	
  
   work	
  orders	
  to	
  a	
  minimum	
  and	
  keeping	
  
   numbers	
  of	
  assets	
  per	
  work	
  order	
  to	
  a	
  
   sensible	
  number	
  




                            The most comprehensive Oracle applications & technology content under one roof
The most comprehensive Oracle applications & technology content under one roof
Asset	
  PM	
  Schedule	
  
•  5	
  year	
  cycle	
  of	
  maintenance	
  
•  Frequency	
  and	
  tasks	
  required	
  based	
  on	
  
   maintenance	
  standards	
  
•  12,000	
  schedules	
  so	
  far	
  (	
  in	
  year	
  3	
  now)	
  
•  Generally	
  set	
  up	
  against	
  a	
  high	
  level	
  “asset”	
  
•  Setup	
  consistently	
  across	
  all	
  regions	
  even	
  if	
  there	
  
   are	
  no	
  assets	
  of	
  that	
  type.	
  WOs	
  with	
  no	
  assets	
  
   are	
  later	
  cancelled.	
  	
  
•  Actual	
  assets	
  to	
  be	
  maintained	
  setup	
  in	
  the	
  
   Equipment	
  Routes	
  

                                The most comprehensive Oracle applications & technology content under one roof
PM	
  Schedule	
  




   The most comprehensive Oracle applications & technology content under one roof
Equipment	
  Routes	
  




      The most comprehensive Oracle applications & technology content under one roof
How	
  to	
  Maintain	
  Equipment	
  Routes	
  ?	
  
•  Hundreds	
  of	
  updates	
  to	
  GIS	
  each	
  day	
  
•  Thousands	
  of	
  schedules	
  to	
  maintain	
  
•  Impossible	
  to	
  do	
  manually	
  




                             The most comprehensive Oracle applications & technology content under one roof
Solu8on	
  
•  Create	
  custom	
  Model	
  PM	
  applica8on	
  to	
  
   define	
  what	
  asset	
  types	
  are	
  to	
  be	
  maintained	
  
   under	
  each	
  Service	
  Type.	
  Uses	
  asset	
  category	
  
   codes,	
  asset	
  status	
  and	
  age	
  
•  Custom	
  UBE	
  to	
  troll	
  through	
  the	
  asset	
  
   hierarchy	
  star8ng	
  at	
  the	
  scheduled	
  parent	
  
   asset	
  to	
  find	
  all	
  the	
  assets	
  that	
  match	
  the	
  
   Model	
  PM	
  and	
  add	
  them	
  to	
  Equipment	
  Routes	
  

                            The most comprehensive Oracle applications & technology content under one roof
Model	
  PM	
  




  The most comprehensive Oracle applications & technology content under one roof
Equipment	
  Routes	
  UBE	
  	
  
•  Custom	
  UBE	
  creates	
  Equipment	
  Route	
  records	
  
   and	
  a	
  log	
  of	
  what	
  schedules	
  have	
  been	
  
   updated	
  and	
  when	
  




                         The most comprehensive Oracle applications & technology content under one roof
Genera8on	
  of	
  Schedule	
  
•  Standard	
  JDE	
  –	
  no	
  mods	
  
•  PM	
  Backlog	
  records	
  and	
  WO	
  generated	
  
•  WOs	
  with	
  no	
  assets	
  cancelled	
  in	
  PM	
  Backlog	
  
	
  




                             The most comprehensive Oracle applications & technology content under one roof
PM	
  Backlog	
  




   The most comprehensive Oracle applications & technology content under one roof
WO	
  to	
  PO	
  Processing	
  
•  WO/PO	
  budget	
  =	
  #	
  assets	
  x	
  unit	
  rate	
  
•  Unit	
  rates	
  defined	
  using	
  Address	
  Book	
  
     Supplemental	
  data	
  
	
  




                              The most comprehensive Oracle applications & technology content under one roof
Custom	
  UBE	
  
•  Custom	
  UBE	
  to	
  create	
  WO	
  parts	
  list	
  
•  PO	
  generated	
  from	
  WO	
  parts	
  list	
  




                              The most comprehensive Oracle applications & technology content under one roof
Field	
  Results	
  
•  Each	
  service	
  type	
  has	
  its	
  own	
  set	
  of	
  tests	
  
•  Custom	
  app	
  developed	
  to	
  map	
  service	
  type	
  to	
  
   tests	
  
•  Test	
  results	
  can	
  be	
  
    –  Numeric	
  	
  
    –  Pick	
  list	
  op8on	
  
    –  Calcula8on	
  



                                   The most comprehensive Oracle applications & technology content under one roof
Service	
  Type	
  vs	
  Test	
  App	
  




             The most comprehensive Oracle applications & technology content under one roof
Pick	
  List	
  Setup	
  




      The most comprehensive Oracle applications & technology content under one roof
Service	
  Provider	
  Applica8on	
  (SPA)	
  
•  Once	
  PO	
  has	
  been	
  approved	
  all	
  the	
  relevant	
  
   data	
  is	
  automa8cally	
  sent	
  to	
  SPA	
  using	
  BizTalk	
  
•  SPA	
  consists	
  of	
  a	
  
    –  Web	
  app	
  (ASP.NET	
  Web	
  Forms)	
  
    –  Mobile	
  app	
  (C#	
  and	
  .NET	
  Compact	
  Framework	
  
       Windows	
  Mobile	
  6.5)	
  




                             The most comprehensive Oracle applications & technology content under one roof
SPA	
  
•  Web	
  app	
  used	
  to	
  	
  
    –  assign	
  a	
  Service	
  Provider	
  Reference#	
  
    –  enter	
  results	
  and	
  defects	
  	
  
    –  release	
  results	
  back	
  to	
  JDE	
  
•  Mobile	
  app	
  used	
  to	
  	
  
    –  enter	
  results	
  and	
  defects	
  
•  Configura8on	
  in	
  SPA	
  comes	
  from	
  views	
  over	
  
   data	
  in	
  JDE	
  


                                 The most comprehensive Oracle applications & technology content under one roof
The most comprehensive Oracle applications & technology content under one roof
Orphans	
  
•  Network	
  changing	
  so	
  asset	
  lis8ngs	
  will	
  not	
  be	
  
   perfect	
  
•  Needed	
  the	
  ability	
  to	
  create	
  orphan	
  asset	
  
   result	
  sets	
  
•  User	
  provides	
  asset	
  loca8on/label	
  details	
  as	
  
   well	
  as	
  test	
  results	
  




                             The most comprehensive Oracle applications & technology content under one roof
Release	
  Scheduled	
  Results	
  to	
  JDE	
  
•  BizTalk	
  transfers	
  the	
  released	
  results	
  from	
  SPA	
  
   back	
  to	
  JDE	
  
    –  Test	
  results	
  entered	
  into	
  the	
  asset	
  Supplemental	
  
       data	
  
    –  PM	
  Backlog	
  updated	
  to	
  	
  
        •  99	
  -­‐	
  Complete	
  if	
  all	
  test	
  results	
  are	
  completed	
  
        •  96	
  -­‐	
  Par8ally	
  complete	
  if	
  par8al	
  result	
  set	
  returned	
  
        •  97	
  -­‐	
  Not	
  Found	
  if	
  asset	
  has	
  not	
  been	
  found	
  in	
  the	
  field	
  



                                        The most comprehensive Oracle applications & technology content under one roof
The most comprehensive Oracle applications & technology content under one roof
Orphan	
  Results	
  




     The most comprehensive Oracle applications & technology content under one roof
Defects	
  
•  Defects	
  are	
  added	
  to	
  Service	
  requests	
  




                            The most comprehensive Oracle applications & technology content under one roof
Views	
  in	
  GIS	
  




    The most comprehensive Oracle applications & technology content under one roof
The most comprehensive Oracle applications & technology content under one roof
Where	
  to	
  next	
  ?	
  
•  Precedence	
  processing	
  
         	
  	
                    Month	
  1	
   Month	
  2	
   Month	
  3	
   Month	
  4	
   Month	
  5	
   Month	
  6	
  
         Check	
  oil	
  level	
      √	
            √	
            √	
            √	
            √	
            X	
  
         Change	
  oil	
              	
             	
             	
             	
             	
             √	
  

•  Expand	
  test	
  data	
  types	
  to	
  include	
  text	
  and	
  
   dates	
  
•  Effec8ve	
  dated	
  test	
  sets	
  
•  GPS	
  coordinates	
  
•  Maps	
  


                                                       The most comprehensive Oracle applications & technology content under one roof
Ques8ons	
  




 The most comprehensive Oracle applications & technology content under one roof
Contacts	
  at	
  Powerco	
  

              Denise.Hill@powerco.co.nz	
  
               Enterprise	
  Team	
  Leader	
  
                             	
  
           Denise.Cadman@powerco.co.nz	
  
            Informa8on	
  Services	
  Manager	
  
	
  




                    The most comprehensive Oracle applications & technology content under one roof

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JDE Maintenance Scheduling

  • 1. Maintenance  Scheduling  in  JDE   Denise  Hill   Powerco   The most comprehensive Oracle applications & technology content under one roof
  • 2. Powerco     •  Powerco  is  New  Zealand's  second  largest   electricity  and  gas  distribu8on  company.     •  We  service  approximately  420,000  consumers   represen8ng  46%  of  gas  connec8ons  and  16%   of  electricity  connec8ons  in  New  Zealand.       The most comprehensive Oracle applications & technology content under one roof
  • 3. The most comprehensive Oracle applications & technology content under one roof
  • 4. Powerco   •  Asset  management  company   •  Maintenance  field  services  contracted  out  to   The most comprehensive Oracle applications & technology content under one roof
  • 5. Historically   •  Work  issued  to  Service  Provider  and  results  came   back  on  paper   •  Very  hard  to  track  what  had  been  done  /not   done   •  Individual  MS  Access  databases  /  spreadsheets   with  result  data  and  defects   •  $15  million  –  sufficient  yield  ?   •  Regulated  company  so  maintenance  spend  is   regulated   The most comprehensive Oracle applications & technology content under one roof
  • 6. Gaps   •  No  company  wide  view  of  asset  condi8on   •  Inconsistent  applica8on  of  maintenance   standards   •  Defects  managed  inconsistently  across  regions   •  Squeaky  wheel  got  the  oil   The most comprehensive Oracle applications & technology content under one roof
  • 7. Solu8on   •  Use  JDE  maintenance  scheduling  applica8on   •  Use  Service  Request  applica8on  to  manage   defects   The most comprehensive Oracle applications & technology content under one roof
  • 8. Assets   •  Asset  master  for  network  assets  is  GIS  (ESRI  +   ArcFM  version  9.3)   •  Interface  between  GIS  &  JDE  using  BizTalk.   Adds,  updates  and  deletes  processed     •  Only  assets  that  have  a  capital  value  and/or   are  scheduled  for  maintenance  are  sent  to  JDE   •  Asset  count  in  JDE  is  over  2.5  million   The most comprehensive Oracle applications & technology content under one roof
  • 9. Asset  Hierarchy   •  Assets  arranged  in  JDE  in  a  hierarchy   •  Hierarchy  based  on  spa8al  loca8on  and   connec8vity   The most comprehensive Oracle applications & technology content under one roof
  • 10. Electricity  Hierarchy   The most comprehensive Oracle applications & technology content under one roof
  • 11. Gas  Hierarchy   The most comprehensive Oracle applications & technology content under one roof
  • 12. Where  to  Schedule  ?   •  Compromise  between  keeping  number  of   work  orders  to  a  minimum  and  keeping   numbers  of  assets  per  work  order  to  a   sensible  number   The most comprehensive Oracle applications & technology content under one roof
  • 13. The most comprehensive Oracle applications & technology content under one roof
  • 14. Asset  PM  Schedule   •  5  year  cycle  of  maintenance   •  Frequency  and  tasks  required  based  on   maintenance  standards   •  12,000  schedules  so  far  (  in  year  3  now)   •  Generally  set  up  against  a  high  level  “asset”   •  Setup  consistently  across  all  regions  even  if  there   are  no  assets  of  that  type.  WOs  with  no  assets   are  later  cancelled.     •  Actual  assets  to  be  maintained  setup  in  the   Equipment  Routes   The most comprehensive Oracle applications & technology content under one roof
  • 15. PM  Schedule   The most comprehensive Oracle applications & technology content under one roof
  • 16. Equipment  Routes   The most comprehensive Oracle applications & technology content under one roof
  • 17. How  to  Maintain  Equipment  Routes  ?   •  Hundreds  of  updates  to  GIS  each  day   •  Thousands  of  schedules  to  maintain   •  Impossible  to  do  manually   The most comprehensive Oracle applications & technology content under one roof
  • 18. Solu8on   •  Create  custom  Model  PM  applica8on  to   define  what  asset  types  are  to  be  maintained   under  each  Service  Type.  Uses  asset  category   codes,  asset  status  and  age   •  Custom  UBE  to  troll  through  the  asset   hierarchy  star8ng  at  the  scheduled  parent   asset  to  find  all  the  assets  that  match  the   Model  PM  and  add  them  to  Equipment  Routes   The most comprehensive Oracle applications & technology content under one roof
  • 19. Model  PM   The most comprehensive Oracle applications & technology content under one roof
  • 20. Equipment  Routes  UBE     •  Custom  UBE  creates  Equipment  Route  records   and  a  log  of  what  schedules  have  been   updated  and  when   The most comprehensive Oracle applications & technology content under one roof
  • 21. Genera8on  of  Schedule   •  Standard  JDE  –  no  mods   •  PM  Backlog  records  and  WO  generated   •  WOs  with  no  assets  cancelled  in  PM  Backlog     The most comprehensive Oracle applications & technology content under one roof
  • 22. PM  Backlog   The most comprehensive Oracle applications & technology content under one roof
  • 23. WO  to  PO  Processing   •  WO/PO  budget  =  #  assets  x  unit  rate   •  Unit  rates  defined  using  Address  Book   Supplemental  data     The most comprehensive Oracle applications & technology content under one roof
  • 24. Custom  UBE   •  Custom  UBE  to  create  WO  parts  list   •  PO  generated  from  WO  parts  list   The most comprehensive Oracle applications & technology content under one roof
  • 25. Field  Results   •  Each  service  type  has  its  own  set  of  tests   •  Custom  app  developed  to  map  service  type  to   tests   •  Test  results  can  be   –  Numeric     –  Pick  list  op8on   –  Calcula8on   The most comprehensive Oracle applications & technology content under one roof
  • 26. Service  Type  vs  Test  App   The most comprehensive Oracle applications & technology content under one roof
  • 27. Pick  List  Setup   The most comprehensive Oracle applications & technology content under one roof
  • 28. Service  Provider  Applica8on  (SPA)   •  Once  PO  has  been  approved  all  the  relevant   data  is  automa8cally  sent  to  SPA  using  BizTalk   •  SPA  consists  of  a   –  Web  app  (ASP.NET  Web  Forms)   –  Mobile  app  (C#  and  .NET  Compact  Framework   Windows  Mobile  6.5)   The most comprehensive Oracle applications & technology content under one roof
  • 29. SPA   •  Web  app  used  to     –  assign  a  Service  Provider  Reference#   –  enter  results  and  defects     –  release  results  back  to  JDE   •  Mobile  app  used  to     –  enter  results  and  defects   •  Configura8on  in  SPA  comes  from  views  over   data  in  JDE   The most comprehensive Oracle applications & technology content under one roof
  • 30. The most comprehensive Oracle applications & technology content under one roof
  • 31. Orphans   •  Network  changing  so  asset  lis8ngs  will  not  be   perfect   •  Needed  the  ability  to  create  orphan  asset   result  sets   •  User  provides  asset  loca8on/label  details  as   well  as  test  results   The most comprehensive Oracle applications & technology content under one roof
  • 32. Release  Scheduled  Results  to  JDE   •  BizTalk  transfers  the  released  results  from  SPA   back  to  JDE   –  Test  results  entered  into  the  asset  Supplemental   data   –  PM  Backlog  updated  to     •  99  -­‐  Complete  if  all  test  results  are  completed   •  96  -­‐  Par8ally  complete  if  par8al  result  set  returned   •  97  -­‐  Not  Found  if  asset  has  not  been  found  in  the  field   The most comprehensive Oracle applications & technology content under one roof
  • 33. The most comprehensive Oracle applications & technology content under one roof
  • 34. Orphan  Results   The most comprehensive Oracle applications & technology content under one roof
  • 35. Defects   •  Defects  are  added  to  Service  requests   The most comprehensive Oracle applications & technology content under one roof
  • 36. Views  in  GIS   The most comprehensive Oracle applications & technology content under one roof
  • 37. The most comprehensive Oracle applications & technology content under one roof
  • 38. Where  to  next  ?   •  Precedence  processing       Month  1   Month  2   Month  3   Month  4   Month  5   Month  6   Check  oil  level   √   √   √   √   √   X   Change  oil             √   •  Expand  test  data  types  to  include  text  and   dates   •  Effec8ve  dated  test  sets   •  GPS  coordinates   •  Maps   The most comprehensive Oracle applications & technology content under one roof
  • 39. Ques8ons   The most comprehensive Oracle applications & technology content under one roof
  • 40. Contacts  at  Powerco   Denise.Hill@powerco.co.nz   Enterprise  Team  Leader     Denise.Cadman@powerco.co.nz   Informa8on  Services  Manager     The most comprehensive Oracle applications & technology content under one roof