Oracle Enterprise Asset Management (eAM) addresses the comprehensive and routine asset maintenance requirements of organizations. Using eAM, organizations can efficiently maintain both assets, such as vehicles, cranes and HVAC systems, as well as routable inventory items, such as motors and engines. To measure performance and optimize maintenance operations, all maintenance costs and work history are tracked at the asset level.
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EAM Overview
1. Enterprise Asset Management (EAM) Overview
Eng. Baker Khader Abdallah, PMP, MBA
ERP Consultant
Oracle Enterprise Asset Management (eAM) addresses the comprehensive and routine
asset maintenance requirements of organizations. Using eAM, organizations can
efficiently maintain both assets, such as vehicles, cranes and HVAC systems, as well
as routable inventory items, such as motors and engines. To measure performance
and optimize maintenance operations, all maintenance costs and work history are
tracked at the asset level.
eAM helps companies track, depreciate, and maintain their fixed assets. It provides
organizations with the tools to create and implement maintenance procedures for
both assets and rebuildable inventory items. It also enhances maintenance quality,
tracks work history, and records all maintenance costs.
Oracle eAM tracks the performance of assets (including rebuildable, inventory items)
using meters, quality plans, and condition monitoring systems. By effectively
monitoring an asset’s operating condition, effective preventive maintenance
strategies can be implemented. In addition to creating preventive maintenance
schedules, users can create alternative maintenance strategies for seasonal or
production capacity changes.
eAM enables an organization to do the following:
Create a preventive maintenance strategy
Maximize resource availability, including both equipment and labor
Optimize scheduling and resource efficiency
Integrate with Oracle’s E-Business Suite for enterprise-wide solutions
2. Asset Maintenance Goals
Increase Productivity
Create a preventive maintenance strategy
Maximize Resource Availability
Decrease Maintenance Costs:
Optimize scheduling and resource efficiency.
Minimize Rework
Reduce Accidents and Penalties:
Ensure regulatory compliance.
Increase workplace safety
Types of Assets
Capital Assets
A capital asset is an item of economic value owned by a corporation, held for business
use, and not expected to be converted to cash in the current or upcoming fiscal year.
For example, capital assets can be manufacturing equipment, real estate, furniture,
and buildings.
3. Rebuildable Inventory
Rebuildable items are items that can be installed, removed, and refurbished.
Rebuildable items can be serialized or non-serialized. Examples of rebuildables:
motors, control boxes, and computer boards.
Rebuildable Items may need to be removed or refurbished while a parent Asset is
maintained. Rebuildable Items are inventory items; you have the option to serialize
them.
Types of Maintenance
Reactive or Corrective
Small organizations that do not have Maintenance Planners practice reactive
maintenance. As equipment fails, Work Orders are generated and crews are assigned.
Materials when in short supply and ordered as needed cause delays in response time.
There is little or no preventive maintenance.
Preventive
4. Organizations that practice preventive maintenance place a high value on asset
performance and availability. These organizations have Maintenance Planners that
plan both long and short-term requirements for resources and materials. These
organizations have robust preventive maintenance plans that ensure that the assets
are maintained on a regular basis to decrease the risk of failure.
Predictive
Organizations that are driven by heavy production demands or regulatory compliance
invest heavily in predictive maintenance practices. The behavior and performance of
assets is observed based on capacity requirements, engineered capabilities,
maintenance strategies, and failure rates. These organizations employ a group of
people to create a Reliability Centered Maintenance practice. These groups monitor
an asset’s performance and capture data such as Mean Time between Asset Failures
and Mean Time to Repair. This data then helps the maintenance organization better
strategize their PM programs.
eAM Functionality
Asset Management
Work Management
Inventory Management
Asset Performance and Forecasting
Maintenance Budgeting
Predictive Maintenance
Maintenance Intelligence
Managing Asset Numbers
Different entities may describe an asset in several ways:
5. fixed asset to an accounting department
leased asset to facilities management
piece of production equipment to operations
inventory item to materials management
maintainable asset to mechanical engineers
eAM incorporates the above views of an asset through a single entity. An asset is an
entity for which users can report problems. Assets can be cooling towers, cranes,
buses, buildings, conveyors, or anything that needs work. eAM provides the flexibility
to address the many types of assets through the definition of the following:
Asset groups and attributes
Asset links to an enterprise
Asset costs and work history
Asset activities and meters
By first establishing Asset Groups, you can define assets and asset characteristics that
can be inherited by the assets belonging to that group. Detailed information, such as
nameplate data, engineering specifications, property detail, and other searchable
characteristics are defined with asset attribute elements and values.
6. Asset Groups also define a default master bill of materials (BOM) for assets. This BOM
can be edited for specific assets. Virtual assets can be designed to create a network
of assets or routings. This combines several assets to a single work activity.
Oracle eAM enables you to quickly identify plants and facilities using an Asset
Navigator. You can view details of an asset, such as cost, hierarchal (parent/child)
information, and launch transactions. You can also view current or historical
configurations, and work details of an asset. As rotable, inventory items of an asset
are removed from and reinstalled into an asset, the asset genealogy and parent/child
meter readings are recorded automatically. Attributes, such as cost history, bills of
material, and document attachments can be associated with a specific asset.
Asset Hierarchies
You can focus on an asset hierarchy, or a set of parent/child relationships of an asset.
You can view all associated asset information such as asset details, bill of material,
Work Orders, maintenance activities, quality plans, maintenance costs, contract
7. services, and Work Order history. You can view cost information for one asset, or view
rolled-up costs of its children assets.
A hierarchy depicts an asset (Capital Asset/Rebuildable Inventory) and its constituents
in a parent and child relationship. As components are removed from and re-installed
into the asset, eAM tracks the genealogy and parent/child meter readings
automatically. You can view the cost history for a parent asset only or for all its
constituents rolled up.
The graphic above illustrates the hierarchy for a facility. The parent items Building
100, Building 200, and Building 300 belong to the Building Asset Group. The graphic
expands on the Building 300 hierarchy and illustrates the three levels of child assets.
For example, Floors, Offices, and HVAC.
8. You can select a Hierarchy to review the parent/child relationship for an asset and
also calculate the cost rollup at the parent level. It also serves as an integration point
between eAM and Oracle Property Manager.
Managing Work
Work Requests
Routine Work Orders
Preplanned Work Orders
Preventive Maintenance Work Orders
Preventive Maintenance Asset Routes
Work Order Suppression
Asset Breach Work Orders
Project Work Orders
9. Task Dependencies
Work Requests
Oracle eAM enables operations and maintenance staff to create work requests to
report any problems with an asset. To avoid duplicate Work Orders for the same issue,
you can review any outstanding work requests that are currently assigned to an asset.
A supervisor can approve, place on hold, or reject a work request. An approved work
request can be linked to a Work Order. The status of a work request is then updated
when it is linked to a Work Order.
Work Orders
The Work Order is the foundation of all maintenance organizations. Work orders
define what resources and items are needed to conduct work. They can automatically
generate through the use of Preventive Maintenance Schedules, the issue of an
inventoried rebuildable, breach of quality results, or manually generated as a routine
Work Order. These Work Orders are then reviewedand shared with Operations to
produce an estimated schedule.
10. For each Work Order, the estimated costs aggregate, from the associated BOM and
resources, to develop a costing profile for the current Work Order. You can use
Costing Profiles for future Budgeting and Forecasting.
For each Work Order, the actual costs aggregate during the Work Order’s lifecycle.
These costs roll up, based on the hierarchy of the current Work Order’s associated
Asset Number. View these actual costs by period, at a transaction level, or at a
summary level. Costs can roll up, based on the hierarchy of Work Orders. You can
view the costs (both actual and estimates) by period, at a transaction or summary
level.
Maintenance Budgeting
By using Oracle General Ledger, you can measure budgeted costs against costs
charged to maintenance Work Orders by account code combinations.
By using Project Funding, you can budget maintenance projects. You can estimate
costs and measure it against the actual costs incurred. Maintenance organizations use
Project Cost Tracking to capture costs by project or task.
11. eAM Planning
Oracle Enterprise Asset Management utilizes Oracle Manufacturing Scheduling and
Oracle Material Requirements Planning to ensure cost savings and work management
efficiencies, by generating predictive work activities. These work activities use a
planning process to balance the work load for resource management.
Web-Based User Interface
Oracle eAM provides a self-service user interface that is specifically designed for
users, such as tradesperson and supervisors. The screens provide links to functional
areas, commonly associated with maintenance personnel, such as daily planning and
work execution.
Trades Personnel Functionality
Asset Navigator
Work Request Entry and Inquiry
Employee Schedules
Work Order Detail Inquiry
Work Order Notes Entry
Work Order Time Entry
Trades personnel are craftsmen who perform maintenance tasks. Examples of trades
personnel include mechanics, electricians, machinists, utility and facilities workers.
Daily Planning Functionality
Easy Work Order
12. Asset Genealogy and Configuration History
Crew Schedule View
Work Order Detail Inquiry
Shift Work Order Handover Functionality
Work Order Task Completions
Procurement Catalogs for Non-Stocked Parts
Asset Costs for Maintenance, Contractors, and Operations
Professional Users Functionality
Asset Definition
Asset Groups, Activities, and Item Rebuild Definition
eAM Lookups and Parameters
Asset Meter Definition and Association
Maintenance Workbench
Preventive Maintenance Schedules
Department/Resource Setup
Material Issues
Work Order Definition and Execution
Quality Plan Definition
Maintenance User Workbench
You can quickly access your daily work information. After selecting Maintenance User
Workbench, you are automatically logged into your own personalized user interface.
You can quickly access your daily work information, such as Work Orders and
execution processes. After selecting the Maintenance User Workbench role, you are
automatically logged into your own personalized user interface.
The Maintenance User Workbench provides the information needed for you to
evaluate the list of work that you need to complete, and to determine how to
organize your workday. A Key Performance Indicator dashboard displays a summary of
your work today, overdue work, and open work. You can view your Open, Past Due,
and/or yesterday’s work, as well as your Work Orders lined up for tomorrow.
13. You can also view all of your department’s and/or Resource’s unassigned Work
Orders. You can view attachments, Work Order details, asset details, material
requirements, and other employees assigned to your Operations. You can enter
quality results, meter readings, complete Operations, Work Orders, charge resources,
handover work, add notes, and assign yourself to Work Orders that are not yet
assigned to an employee.
Maintenance Super User
Maintenance Super User is an internet based user-interface for maintenance
personnel. It introduces you to an easier approach of entering and searching for
information from any browser. Its step-by-step process requires minimal training and
is intuitive enough for you to find and update information.
Maintenance Super User is designed for the casual maintenance user (for example,
trades people, such as fitters, mechanics, and electricians), in a plant or facility.
Responsibilities can be assigned by employee or by role. This determines the
information you can view and update.
Stores
Material Issues to Work Orders and returns to Inventory are typical store room
functions and are provided by the Stores tab.
Capital Asset or Rebuildable Inventory Performance and Forecasting
Maintenance activities are forecasted by measuring a Capital Asset or Rebuildable
Inventory’s performance against standards mentioned, in the Quality Plans associated
with it. Quality plans specify a breach condition (targets with specified ranges) and an
action (create a work request). You can monitor a Capital Asset or Rebuildable
Inventory’s performance by its meter readings. When the breach condition is
14. triggered, a Work Request that is specified in the collection plan is created for the
referenced Asset Number.
Complete Integration
Oracle Enterprise Asset Management is part of the Oracle E-Business suite, and
directly integrates with Oracle Manufacturing, Oracle Purchasing, Oracle Property
Management, Oracle Quality, Oracle Inventory, Oracle Human Resources, Oracle
Financials, Oracle Fixed Assets, and Oracle Projects. This enables you to strategically
monitor resource and cost planning throughout the enterprise. Improvement programs
can be enforced and reviewed to ensure compliance with industry standards by
tracking problems through to resolution.
Required Products
To implement Enterprise Asset Management, you must have the following required
products installed:
15. Oracle Inventory
Oracle Bills of Material
Oracle Human Resources
Oracle Cost Management
Oracle Manufacturing Scheduling
Oracle Quality
Oracle Work in Process
Optional Products
To implement Enterprise Asset Management, the following products are not required;
however, they are useful in the overall robust eAM solution:
Oracle Master Scheduling/MRP
Oracle Property Management
Oracle Financials
Oracle Fixed Assets
Oracle iProcurement
Oracle Projects
Oracle Project Manufacturing
Oracle Purchasing
Oracle Order Management
Oracle Time and Labor
eAM Business Flow
16. Work Requests Entry
Location, Asset ID, Owner Action or Activity, Current Work Alert, Condition Based
Alert
Work Order Generation
Work Order Types, Owners, Locations, BOMs, Standards, Copies, Assets, Components,
PMs, Preplans
Task Planning
Task level planning, Dependent Steps
Material Request
BOM by Location, Asset Category, Component, Procurement, Catalogs, PO Detail, Item
Statuses or Location Directs, Services, Rentals, Receipts
17. Resource Planning
Assigned Owner, Crew, Craft, Skill Search or Selection, Duration, Contractors
Forecasting
Asset Schedule or Availability, Capacity Performance, Work Impact on Production,
Future Work, Budget Impact
Work Scheduling
Workbenches with User Defined Filters for Folders and Sorts, Forecasted PMs,
Available Resources, WO Generation, Project Scheduling
Work Order Update and Close Out
Time Entry, Meter Readings, Inspection Data, Notes, Component Meter Reading
Asset Performance
Cost History, Work History, RCM Analysis, Design Capacity or Actual Performance,
Predictive Maintenance, KPIs, Trending Analysis, Inspection History, Event Tracking,
Capacity Impact
Non-maintenance personnel within an organization report problem as Work Requests.
The Work Request is then routed for approval and a Maintenance Planner is alerted to
the need for repair or services.
The planner conducts a walk through to estimate the materials and trades people
needed to conduct the repair. Some repairs may require that an asset be shutdown or
brought into the shop. In such cases, the planner meets with Operations to determine
the most appropriate time to remove the asset from service with minimal impact on
production.
18. When the planner has determined the resources, materials, equipment, and time
needed to perform maintenance, the Work Order is assigned to the crew that
executes the work. Crew Supervisors pull the schedules defined by planners and
assign the Work Order to the tradesperson.
Materials are issued, requisitions are generated, and time is entered against the Work
Order operation as tasks are progressing. When the task is completed the
tradesperson may enter additional information about the work as well as meter and
inspection reading conducted during the course of the work. The Work Order is then
closed.
User Roles
Enterprise Asset Management Administration
The Enterprise Asset Management Administration role contains people who are
generally responsible for entering information, often for other maintenance
employees. Information entered may include Work Order resource transactions, Work
Order completion details, and Time and Labor hours. This person
might have limited maintenance knowledge and is generally responsible for supporting
the maintenance department by handling information entry.
Enterprise Asset Management User
The Enterprise Asset Management User is anyone in an organization who may access
eAM. This might include an employee who uses Work Requests to report problems, a
Plant Manager who accesses eAM to review high cost assets and their work history, as
well as a Maintenance User, such as a technician who accesses the Maintenance User
Workbench to review his/her daily work assignments.
Self-Service Work Requests User
19. The Self-Service Work Requests User is a person in an organization, often an employee
(not involved in the maintenance department), who uses Work Requests to report
maintenance problems. This person also uses Work Requests to check the statuses of
problems that he/she has reported.
Maintenance User
The Maintenance User is a maintenance person who is generally responsible for
completing tasks that are assigned on a Work Order. This person reports maintenance
problems using Work Requests, troubleshoots on jobs, and works on a team with other
maintenance workers.
Maintenance Super User
The Maintenance Super User is generally a Maintenance Planner or Supervisor and is
often defined as a "super user". A Maintenance Planner plans and schedules
maintenance jobs, manages and balances workloads over time, manages preventive
maintenance strategy and scheduling, manages material requirements, monitors
availability, and coordinates strategies with other departments, such as Operations,
Purchasing, and Inventory.
A Supervisor manages a crew of maintenance workers, assigns jobs based on workers’
abilities and availability, inspects and verifies work, communicates with other
departments, knows the current status of all jobs and assets, and is responsible for
environmental health and safety.
This person has extensive knowledge of the Enterprise Asset Management system and
is responsible for creating and scheduling Work Orders, including Preventive
Maintenance Work Orders. This person updates Work Orders, orders parts, and
completes operations and Work Orders.