DPCL Eam User Training Guide PDF

The Dhamra Port Company Limited
Oracle Enterprise Asset Management User Manual
Prepared By – Surya Kamal Shaw

Creation Date - 31-Oct-2010
USER MANUAL
ORACLE ENTERPRISE ASSET MANAGEMENT
TABLE OF CONTENTS
1 Oracle Enterprise Asset Management Overview ............................................................................ 5
2 Getting Started with Oracle Applications........................................................................................ 6
2.1 Logging on to Application ............................................................................................................. 6
2.2 Select Responsibility .................................................................................................................... 7
3 Asset Setup..................................................................................................................................... 10
3.1 Define Maintenance Resources.................................................................................................. 10
3.2 Define Maintenance Departments .............................................................................................. 11
3.3 Defining Asset Groups................................................................................................................ 12
3.4 Defining Activities ....................................................................................................................... 13
3.5 Define Standard Operations ....................................................................................................... 16
3.6 Define Maintenance Routings and BOM..................................................................................... 17
3.7 Activity Association Templates ................................................................................................... 20
3.8 Defining Asset Attribute Groups ................................................................................................. 22
3.9 Defining Asset Documents ......................................................................................................... 26
3.10 Defining Asset Numbers........................................................................................................... 27
3.11 Defining Asset Bills of Material ................................................................................................. 30
3.12 Defining Rebuildable Items....................................................................................................... 32
3.13 Defining Rebuildable Serial Numbers ....................................................................................... 33
3.14 Defining Rebuildable Bills of Material ....................................................................................... 34
3.15 Defining Asset Activity Association ........................................................................................... 35
3.16 Asset Numbers/Rebuildable Numbers Activation and De-activation ......................................... 37
3.17 View Asset Information............................................................................................................. 38
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4 Preventive Maintenance Scheduling ............................................................................................. 41
4.1 Meters ........................................................................................................................................ 41

4.1.1 Defining Meter Templates.....................................................................................................................41
4.1.2 Defining Meters......................................................................................................................................43
4.1.3 Enter Meter Readings............................................................................................................................45
4.1.4 View/Disable Meter Reading History ...................................................................................................51
4.2 Defining Set Names ................................................................................................................... 53
4.3 Preventive Maintenance Schedules............................................................................................ 53

4.3.1 Preventive Maintenance Schedule Template Definition ....................................................................54
4.3.2 Preventive Maintenance Schedule Definitions...................................................................................57
5 EAM Work Management ................................................................................................................. 60
5.1 EAM Work Orders ...................................................................................................................... 61

5.1.1 Breakdown Work Orders ......................................................................................................................61
5.1.2 Preventive Maintenance Work Orders.................................................................................................68
5.1.3 Update Work Orders..............................................................................................................................70
5.2 Define Operations and Resources on Work Order...................................................................... 71
5.3 Define Inventory Material/Direct Items Requirements on Work Orders ....................................... 75
5.4 EAM Work Order Transactions................................................................................................... 79

5.4.1 Material and Resource Transaction.....................................................................................................79
5.4.2 Operation Completion ...........................................................................................................................86
5.4.3 Capital Asset Work Order Completion ................................................................................................90
5.4.4 Rebuildable Work Order Completion...................................................................................................94
5.4.5 EAM Work Order Closing......................................................................................................................97
5.4.6 EAM Work Order Capitalization ...........................................................................................................99
5.5 EAM Work Order Planning ....................................................................................................... 102
5.5.1 Work Order Forecast and Implement ................................................................................................102
5.5.2 Mass Work Order Release ..................................................................................................................105
5.5.3 Mass Work Order Complete ...............................................................................................................106
5.6 Work Order Attachments .......................................................................................................... 108
5.6.1 Create Work Order documents ..........................................................................................................108
5.6.2 Attach Documents to Work Orders....................................................................................................109
6 Self Service Work Requests......................................................................................................... 112
6.1 Overview of Work Requests .................................................................................................... 112
6.2 Creating and Updating Work Requests.................................................................................... 113
6.3 Search Work Requests............................................................................................................ 116
6.4 Work Request Approval Process ............................................................................................. 116

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7 EAM Work Order Approval Process ............................................................................................ 119
8 Failure Analysis ............................................................................................................................ 121
8.1 Failure Analysis Overview........................................................................................................ 121
8.2 Defining Failure Codes and Sets .............................................................................................. 121
8.3 Viewing and Analyzing Failure History Information ................................................................... 124
9 Asset Condition Monitoring ......................................................................................................... 128
9.1 Define Collection Elements and Collection Plans ..................................................................... 128
9.2 Enter Condition Monitoring Inspection Results......................................................................... 132
10 Notification to COMMTRAC for Equipment Shutdown............................................................. 134
11 View Enterprise Asset Management Reports ........................................................................... 138

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1 Oracle Enterprise Asset Management Overview
1.1 Introduction and Scope
Oracle Enterprise Asset Management (EAM) is part of Oracle's R12 E-Business Suite and addresses
the comprehensive and routine asset maintenance requirements of asset intensive organizations.
Using EAM, organizations can efficiently maintain both assets, such as vehicles, cranes and
Equipments, as well as rotable inventory items, such as Motors and Gearbox. To measure performance
and optimize maintenance operations, all Maintenance costs and work history are tracked at the asset
level. The screen shots and content of this user manual pertain to R12.1.3 version of Oracle
Application.
This document is for end user training purpose, and it will guide you in using the Oracle EAM
Application.
1.2 Overview of Oracle Enterprise Asset Management
Maintenance procedures are an integral part of an organization's complete asset lifecycle management
strategy, enabling an organization to optimize asset utilization. EAM enables users to optimally plan
and schedule maintenance activities with minimal disruption to an organization's operations or
production. Importantly, it improves resource efficiency, 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.

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2 Getting Started with Oracle Applications
2.1 Logging on to Application
1. Open Oracle Applications Login page
2. Enter User Name and Password
3. Click Login

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2.2 Select Responsibility
1. Click Enterprise Asset Management responsibility
2. Click Menu
3. Click Form function

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4. Select Organization
5. Click OK

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6. Click Close
Enterprise Asset Management responsibility is successfully opened with Navigator.

You are now ready to use Enterprise Asset Management.

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3 Asset Setup
3.1 Define Maintenance Resources
A resource represents a craft. You can enter multiple resources for each department. Resources are
defined before departments. When you define a department, you specify available resources in that
department.
1. Navigate to Enterprise Asset Management > Setup > Routing > Resources.
2. Enter Resource Name.

3. Enter Description.
4. Select Type.
5. Select Charge Type.
6. Select UOM.
7. Select Costed checkbox only if you want to define unit cost for resource.
8. Click Employees to associate employees to resource if the resource type is Person.
9. Save your work and close.
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3.2 Define Maintenance Departments
A department represents a crew within your organization. A crew may include people or machines.
Departments are also used to collect costs. Assign a department to each operation of a routing and
assign resources that are available for that department. The department assigned to each operation of
a routing also becomes the assigned department of the corresponding operation within the Work Order,
assuming the Work Order is using the routing.
1. Navigate to Enterprise Asset Management > Setup > Routing > Departments.
2. Enter Department Name.

4. Select Cost Category.
5. Select Location.
6. Save your work.
7. Click Resources to add resources to the current department.

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8. Select Resource. The Description and UOM field defaults from resource definition.
9. Enter Units. The number of resources available for this department.
10. Optionally click Instances to assign employees.
11. Save your work and Close.
3.3 Defining Asset Groups
Asset Groups represent groups of assets that are virtually identical. Defining an asset group will help
you in associating a template like Activities, Preventive Maintenance Schedule, Meters, etc. It will help
you in querying data efficiently and group data together.
Note: If you have assets in your organization that are virtually identical (for example, the same
manufacturer and model), consider creating a Asset Group for those assets.
1. Navigate to Enterprise Asset Management > Assets > Asset Groups.

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2. Enter the name of the Asset Group.

3. Enter a Description for this Asset Group.
4. Select the @Asset Group Template to apply attribute values, and to ensure that the appropriate
attributes are applied.
5. In the Serial Generation region, select Predefined for the Generation value.
3.4 Defining Activities
Activities provide you with a standard template of jobs, which are applied to Work Orders, such as
Routine or Preventive Maintenance. After these Activity Templates are created, they are associated
with one or more Asset Numbers or Rebuildables.
Activities are also associated to a maintenance BOM and activity routing containing the materials and
resources needed for operations, respectively. When Work Orders are created for assets associated to
the Activity, the material and resources associated with the current Activity automatically copy to the
Work Orders created.

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1. Navigate to Enterprise Asset Management > Activities > Master Activities
2. Enter the name of the Activity in the Item field.

3. Enter a Description for this Activity
4. Use the @Activity template to quickly apply attribute values, and to ensure that the appropriate
attributes are applied.
1. Select Tools from the Tools menu, and then select COPY FROM.
2. Select the @Activity template.

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5. Select the Asset Management tab.
(i) In the Activity Property region, optionally enter an Activity Type to indicate the type of
maintenance for this Activity
(ii) Optionally select an Activity Cause to specify what situation caused this work to generate.
(iii) Optionally select an Activity Source. Activity Source codes are reasons activities are
executed.
(iv) Optionally select a Shutdown Type. This indicates whether a shutdown is necessary to
perform this maintenance activity.
These fields are for information purposes only.
6. Save your work.
Associate Activities to Inventory organization:
1. From the Master Item window, select Tools from the Tools menu.

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2. Select Organization Assignment.
3. Assign Organization
3.5 Define Standard Operations
Standard Operations (also known as tasks) are the instructions to perform maintenance activities.
Each operation is assigned to a department associated with assigned resources.
1. Navigate to Enterprise Asset Management > Setup > Routing > Standard Operations.

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2. Enter operation Code.

3. Enter operation Description.
4. Select Department.
5. Optionally select Shutdown Type.
6. Save your work.
7. Click Operation Resources to link resources to the current operation.
8. Enter Seq
9. Select Resource. UOM defaults from resource definition.
10. Enter Usage
3.6 Define Maintenance Routings and BOM
Routings are sequence of tasks which needs to be followed to perform some maintenance activity. It is
used as a template which can copy operations and resources to the work orders. Maintenance BOM is
Bills of Material required at each routing operation.

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Define Maintenance Routing:

1. Navigate to Enterprise Asset Management > Activities > Maintenance Routings
2. Select Activity from Item list
3. Within the Main tab, click the Seq to generate an automatic sequence number.
4. Select standard operation Code. If you use a standard operation code, the operation information for
that code is copied into the current operation. You can then update that information as desired.
5. The Referenced checkbox is selected by default if you use standard operation code. If this
checkbox is checked then any changes to the standard operation is reflected on the routing.
6. Select Department if you do not want to use standard operation Code.
7. Select Description tab to enter or modify the description.
8. Click Operation Resources

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9. Enter Resource information for the operation.

Define Maintenance BOM:
1. Navigate to Enterprise Asset Management > Activities > Maintenance BOM

2. Select Activity from the Item list of values.
3. Within the Main tab, click the Item Seq field. Item Seq defaults.
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4. Select Operation Seq.

5. Enter the inventory Component to make up the Asset Number.
6. Enter the Quantity of that component necessary for the asset.
3.7 Activity Association Templates
Activities provide you with a standard template of jobs, which are applied to Work Orders, such as
Routine or Preventive Maintenance. After these Activity Templates are created, they are associated
with one or more Asset Numbers or Rebuildables. They are also associated to a maintenance BOM
and activity routing, containing the materials and resources needed for operations, respectively. When
Work Orders are created for assets associated to the Activity, the material and resources associated
with the current Activity automatically copy to the Work Orders created.
You can streamline the creation of Activity associations using an Activity Association Template. For
example, when you create an Asset Group, and then Asset Numbers within that group, you do not need
to utilize the Association window to associate those Asset Numbers with an Activity. If you create an
Activity Association Template, the Activity that you associate with the current Asset Number's Asset
Group automatically determines the Activity that is associated with the current Asset Number.
1. Navigate to Enterprise Asset Management > Activities > Activity Association Template

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2. Select a valid Activity. The Activity needs to already have been created within the Master Activities
window
3. Within the Main tab, select an Asset Type.
4. Select an Asset Group.

5. Optionally select a Priority.

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6. Under Effective Dates, From date defaults to current date but you can change it. Enter To date to
de-associate Activity.
7. Within the Work Order Defaults tab, optionally select an Activity Cause.
8. Optionally select an Activity Type
9. Optionally select the Tagging Required check box.
10. Optionally select an Owning Department.
11. Optionally select a Shutdown Type to indicate whether a shutdown is necessary to perform this
maintenance activity.
12. Optionally select a WIP Accounting Class.
13. Optionally select an Activity Source.
Note: After this record is saved, this Asset Group is associated with the current Activity. Every Asset
Number created within the current Asset Group is automatically associated with the current Activity.
3.8 Defining Asset Attribute Groups
You can define common characteristics data specific to Asset Groups, such as Warranty Information,
Engineering Specifications, etc. by creating Attribute Groups using descriptive flexfields. After the

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Attribute Group is created, you can then assign it to an Asset Group. This enables you to define
additional characteristics data when defining an asset associated with the Asset Group.
1. Navigate to Enterprise Asset Management > Setup > Flexfields > Descriptive>Segments
2. Select the flashlight icon from the tool bar, and then select the Inventory Application with the Title
as Asset Attributes.
3. Unfreeze the Flexfield Definition by deselecting the Freeze Flexfield Definition check box.
4. In the Context Field Values region, select a row, and then click the New icon. A blank row is added
for you to create an attribute group.
5. Enter the Attribute group name in the Code field and Name field.
6. Optionally enter a Description for this attribute group.
7. Select Segments to add attributes to the attribute group you just created.

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8. Enter a Number to sequence the data.

9. Enter the Name of the specific attribute.
10. Enter the Window Prompt
11. Select a Column value.
12. Select a Value Set, or Optionally choose Value Set to create a new one.
13. Select Displayed check box.
14. Select the Enabled check box.
15. Save your work and close the window.
16. Select the Freeze Flexfield Definition check box. Failure to do this prevents you from querying the
segments from the Attribute window.
Associate the Attribute Group with an Asset Group:
1. Navigate to Enterprise Asset Management > Setup > Attributes Assignment

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3. Select an Attribute Group Code.

4. You can uncheck the Enabled checkbox to remove association of Asset Groups with Attribute
Groups

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3.9 Defining Asset Documents
You can attach existing documents to an asset, and create text to associate with an asset. You can
attach text, URLs, or files, such as spreadsheets, pictures, etc. When creating a Work Order for an
asset with attachments, you can attach the asset's attachments to the Work Order.
1. Navigate to Enterprise Asset Management > Assets > Asset Numbers > Documents.
2. Enter Title
3. Enter Description
4. Select a Data Type.
5. Optionally select Effective Dates to define the effectivity.
6. If the Data Type is File, attach the appropriate File. If the Data Type is Web Page, enter the
relevant URL. If the Data Type is Short Text, insert the text in the text field.

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3.10 Defining Asset Numbers
An asset Number You must first set up an Asset Group, before defining Asset Numbers.
1. Navigate to Enterprise Asset Management > Assets > Asset Numbers > Asset Numbers.
2. Enter an Asset Number

3. Optionally enter an Asset Description
4. Select an Asset Group. This Asset Group is associated with this asset.
Note: After an Asset Group is associated with an asset and then saved, it cannot be changed.
5. The Asset Serial Number defaults to the Asset Number.

6. Optionally associate this asset to an Asset Category.
7. Within the Main tab, optionally select an Owning Department
8. Optionally select a Criticality code to indicate the importance of the asset to the organization.
9. Optionally select a WIP Accounting Class
10. Optionally select an Area where this asset resides.

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11. Optionally select the Operational Log Enabled check box.

12. Within the Parent region, optionally select a Parent Asset Number to establish asset hierarchy
information.
13. Select the Others tab to optionally enter the Fixed Asset region information. Enter a Category
which is a grouping of fixed assets, defined within Oracle Fixed Assets.
14. Optionally enter the Number. This represents a Fixed Asset Number that belongs to a fixed asset
category, associated with the asset.
15. Save your work.
Enter Asset Attributes data:
1. On Define Asset Number window, Click Attributes
2. Select Attribute Group

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3. Click Attribute Values field
4. Enter Attribute data

5. Save your work
6. Close Asset Attributes window
Associate Asset Activity with Asset Number:
1. On Define Asset Number window, Click Associate Activity
2. Select Activity
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3. Save your work

4. Close Activity Association window
Associate Meters with Asset Number:
1. On Define Asset Number window, Click Meters
2. Select Meter Name

3. Save your work
4. Close Meter Association window.
5. Close Asset Number form
3.11 Defining Asset Bills of Material
You can identify and select the required items that make up an asset. A bill of material (BOM) is used to
list all items and components that make up a particular asset, and is defined for each Asset Group. The
items defined on an asset BOM are standard inventory components.
1. Navigate to Enterprise Asset Management > Assets > Asset BOM.

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2. Select an Asset Group from the Item list of values.

3. Within the Main tab, click the Item Seq field. The Item Sequence and an Operation Seq values
default.
6. Select the Serial Effectivity tab.
7. Select the Asset Number (Asset Numbers are always serialized) that the inventory items are
associated with, in the From and To fields. Asset Numbers associated with the current Asset Group
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are available. If component is in all Asset Numbers of this Asset Group, enter 0 in the From field
and leave the To field blank.
3.12 Defining Rebuildable Items
Items that are installed, removed, and refurbished are referred to as Rebuildable Items. Examples of
Rebuildable Items include motors, control boxes, and computer boards. Rebuildable Items might need
to be removed or refurbished while a parent Asset is maintained.
1. Navigate to Enterprise Asset Management > Rebuildables > Rebuildable Items
2. Enter the Name of the Rebuild Item.

3. Enter a Description for this Rebuild Item
4. Select the @Rebuildable Template to quickly apply attribute values, and to ensure that the
appropriate attributes are applied.
5. In the Serial Generation region, select At Receipt for the Generation value.
6. Define a Starting Prefix and Starting Number for this Rebuild Item.

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3.13 Defining Rebuildable Serial Numbers
1. Navigate to Enterprise Asset Management > Rebuildable > Rebuildable Numbers.
2. Enter an Asset Number (Rebuildable Number)

3. Select an Asset Group. This is the Asset Group (Rebuildable Item) you are associating with the
Rebuildable Serial Number you are currently creating.
Note: After a Rebuildable Item is associated with a Rebuildable Serial Number and then saved, you
cannot change it.
4. Enter Asset Serial Number(Rebuildable Serial Number)

5. Optionally associate this Rebuildable Serial Number to an Asset Category.
6. Optionally enter a description for the Rebuildable Serial Number
7. Within the Main tab, optionally select an owning Department
8. Optionally select a Criticality code
9. Optionally select a WIP Accounting Class
10. Optionally select an Area where this Asset Number resides.

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11. Indicate whether this asset is maintainable. If the Maintainable check box is selected, you can
create Work Requests and Work Orders for this asset.
12. Select Operation Log Enabled.
13. Enter Parent Details
14. Select the Others tab to optionally enter the Fixed Asset region information. Enter a Category
which is a grouping of fixed assets, defined within Oracle Fixed Assets.
15. Optionally enter the Number. This represents a Fixed Asset Number that belongs to a fixed asset
category, associated with the asset.
3.14 Defining Rebuildable Bills of Material
You can identify and select the required items that make up an asset. A bill of material (BOM) is used to
list all items and components that make up a particular asset, and is defined for each Asset Group. The
items defined on an asset BOM are standard inventory components.
1. Navigate to the Enterprise Asset Management > Rebuildable Items > Rebuildable BOM.
2. Select Rebuildable Item from the Item list of values.

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3. Within the Main tab, click the Item Seq field. The Item Seq and an Operation Seq values default.
3.15 Defining Asset Activity Association
You can associate Activities and Asset Numbers/Rebuildable Numbers even after defining Activities
and Asset Numbers separately.
1. Navigate to Enterprise Asset Management > Activities > Activity Association
2. Select an Activity.
3. Within the Main tab, select Asset Type from the list of values.

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4. Select Asset Group. If Capital is selected as Asset Type then all Asset Groups are available for
selection. If Rebuildable Inventory is selected as Asset Type then all Rebuildable Items are
available for selection.
5. Select Asset Number. Asset Numbers defined in the already selected Asset Group are available
for selection.
6. Optionally select a Priority Code.
7. Within the Work Order Defaults tab, the Activity Cause defaults from the Activity definition
8. The Activity Type defaults from the Activity definition
9. Optionally select the Tagging Required check box
10. Select the Owning Department and WIP Class
11. Select the Activity Source

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3.16 Asset Numbers/Rebuildable Numbers Activation and De-activation
You can De-activate or Re-activate an Asset number or Rebuildable number. If the Asset Number or
Rebuildable Number is having any existing hierarchy or pending work orders then it cannot be de-
activated.
De-activate Asset/Rebuildable Number:
1. Navigate to Enterprise Asset Management > Assets > Asset Numbers

2. Query Asset Number
3. Select Tools from the Tools menu and choose De-Activate Asset Number.

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4. Active checkbox will be automatically cleared and asset number will be saved.
Re-Activate Asset/Rebuildable Numbers:
You can re-activate a de-activated asset/rebuildable number.
1. Navigate to Enterprise Asset Management > Assets > Asset Numbers

2. Query Asset Number
3. Select Tools from the Tools menu and choose Re-Activate Asset Number
4. Active checkbox will be automatically checked and asset number will be saved
3.17 View Asset Information
The Maintenance Super User responsibility offers you scope to view various asset related information
through its Assets page. The Assets tab enables you to identify Asset Numbers via Capital and
Rebuildable Inventory navigators. You can either view details or launch pages to view current/historical
configurations of the Asset Number. As Serialized Rebuildable are installed and removed from a
particular asset, the genealogy automatically updates.

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You can query and view specific details about an Asset Number, such as an asset's configuration
history, costs, hierarchy information, associated meter readings, Quality information, associated Work
Orders, and associated Work Requests. You can also view the Asset Number's associated Asset
Group, parent, parent group, Category, Owning Department, Area, Accounting Class, Criticality,
maintainability, the associated equipment serial number, attachments, associated Activities, and asset
attributes.
1. Navigate to Maintenance Super User > Assets
2. Enter Asset Number. You can use the Advance Search page by clicking Advance Search to use
more search criteria.
3. Click Go

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4. Select an Asset and from the View List select required option. For Example, select Asset
Operational Log to view all actions performed on the selected asset.
5. Click Go
6. Enter From and To dates.

7. Click Go to view all operations performed on the asset between the selected dates.
8. Click Return To Search to return to the previous page and select other asset number.
9. Select other options from the View List on this page and click Go to get asset’s other information.

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4 Preventive Maintenance Scheduling
Enterprise Asset Management enables you to generate Work Orders automatically based on meter
readings, runtime intervals, and calendar days. Preventive maintenance Activities reduces the
probability of failure or degradation of the assets' physical conditions. These Activities are executed
periodically, by usage, or based on the condition of an Asset Number (asset or rebuildable serial
number). Meters are entered to measure any Asset Number that needs to be measured and
periodically serviced, based on the measurement. Scheduling definitions are defined to create
forecasted, scheduled Work Orders, based on meter readings.
You can create a Preventive Maintenance scheduling definition for an Asset Number and/or
Rebuildable Item/Activity combination.
4.1 Meters
There are two ways to create meters. You can create them within the Meter window, or create them
first using the Meter Template window, and then next instantiating them when defining an asset. If you
create Meters using the Meter window, associate that meter definition with individual Asset Numbers
manually. If you utilize the Meter Template definition functionality, you can associate that Meter
Template with Asset Groups.
After the association is created, when an Asset Number (Asset Numbers or Serialized Rebuilds) is
created within that Asset Group (Asset Group or Rebuildable Item), the system automatically creates a
new instance of the meter, associated with the specific Asset Number. This enables you to streamline
your meter setup. However, the meters are not created retroactively; it applies to Asset Numbers
created after the Meter Template was created.
4.1.1 Defining Meter Templates
1. Navigate to Enterprise Asset Management > Meters > Meter Template Definition.

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2. Enter a unique meter template Name.

3. Enter the template's Description.
4. Select the meter Type.
5. Select a unit of measure (UOM).

6. Select Value Change, whether the meter readings is Ascending or Descending
7. Optionally enter an Initial Reading.
8. Enable Used in Scheduling check box. If you select the Used in Scheduling check box, the meter
is used in Preventive Maintenance Scheduling.
9. Optionally select the Required check box to indicate whether readings for the meter are required
during work order completion.
10. Enter a usage Rate (per day). This field works in conjunction with the Number of Past Readings
field to provide daily meter usage estimates, based on historical readings.
11. Enter a value for the Number of Past Readings.
Note: If you enter a value of 1, the system perpetually calculates at the usage Rate per day. This
field is mandatory if you have selected the Used in Scheduling check box.
Associate Meter Templates with Asset Groups:
If you utilize the Meter Template definition functionality you can associate that Meter Template with
Asset Groups within the same Meter Template window. After you create the association, when a new

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Asset Number (Asset Numbers or Rebuildable Serial Numbers) is created within that Asset Group
(Asset Group or Rebuildable Item) a new instance of the corresponding meter is automatically created.
1. Navigate to Enterprise Asset Management > Meters > Meter Template Association
2. Select an Asset Type. Valid values are Capital or Rebuildable.

3. Select an Asset Group. If you previously selected Capital, Asset Groups are available for selection.
If you previously selected Rebuildable, Rebuildable Items are available for selection.
4. Click Find. Previously associated meters are visible.
5. Select meter Name. Meter defined through Meter Template Definition are available for selection.
Note: After saving, every Asset Number defined as part of the current Asset Group automatically
associates with the Meter Template; you do not need to create this association manually.
4.1.2 Defining Meters
Alternatively, you can create Meters using the Meter window. Manually associate the meter definition
with individual Asset Numbers.
1. Navigate to Enterprise Asset Management > Meters > Meter Definition.

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2. Enter a unique meter Name.

3. Enter a Description for this meter.
4. Optionally select a Source Meter from the list of values. As the Source Meter's readings are
updated, the associated target meter (current meter) is updated automatically.
5. Select the meter Type.
6. Select a unit of measure (UOM)

7. Select Value Change, whether the meter readings are Ascending or Descending. After the meter is
created, this field is disabled.
8. Enter an Initial Reading.
9. Select Used in Scheduling check box to use this meter in Preventive Maintenance Scheduling.
10. Optionally select the Required check box to indicate whether readings for the meter are required
during work order completion.
11. Enter a usage Rate (per day). This field works in conjunction with the Number of Past Readings
field to provide daily meter usage estimates, based on historical readings.
12. Enter a value for the Number of Past Readings.
Note: If you enter a value of 1, the system perpetually calculates at the usage Rate per day. This
field is mandatory if you have selected the Used in Scheduling check box.
13. Save your work.

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Associate meters with Capital Assets and/or Serialized Rebuildable:
Meter Association creates the relationship between the meter definition and the capital Asset Number
and/or Serialized Rebuild.
1. On the Meter window, select an Item Type of Capital, if you are going to associate the current
meter with an Asset Number. Select Rebuildable if you are associating the current meter with a
Serialized Rebuild.
2. Select an Asset Number (or Serialized Rebuild). The Asset Group (or Rebuildable Item) defaults.
4.1.3 Enter Meter Readings
The meter readings are entered in order to measure the utilization of assets as and when it is running.
The readings are used by the preventive maintenance scheduler engine to calculate the effective
utilization of assets and predicting the scheduled maintenance work appropriately.
Each meter defined in EAM is associated with assets and is used on preventive maintenance schedule
definition. The readings can be entered manually by accessing each meter or you can import it through
a concurrent program.
There are two ways of entering meter readings:
• Enter Meter Readings manually

• Import Meter Readings

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(i) Enter Meter Readings manually

2. Click Mass Meter Readings link
3. Optionally enter a Meter Name or Asset Number. If you enter Asset Number then all meters
associated with that asset is displayed.
4. Click Go

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5. Enter a Value for new meter readings. If meter direction is Ascending then system will not accept
any new reading less that is than the last reading entered and vice-versa for Descending direction.
6. Click Apply to save your work
(ii) Import Meter Readings:
You can import the meter readings from a file by placing it in the server. The meter readings for
assets from PLC can be obtained in a fixed file format (.csv) and after it is placed in the server
some concurrent requests needs to be run to import these readings.
These are following processes involved in importing meter readings:
• Run Data Loader Request

• Run Load Meter Reading Interface Request
• Run Import Meter Reading Request Set
Run Data Loader Request:
1. Navigate to DPCL Custom > Run Requests

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2. Select Single Request
3. Click OK
4. Select Request Name

5. Enter Parameters
6. Click OK
7. Click Submit.

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After this request is completed the meter readings are imported from the file that is placed at server and
will be copied to an intermediate table. Once the request is completed you need to run another request
which will load meter readings from the intermediate table into Oracle EAM Meter Readings interface
table.
Run Load Meter Reading Interface Request:
1. Navigate to DPCL Custom > Run Request

2. Select Single Request
3. Click OK
4. Select Request Name
5. Click OK
6. Click Submit
Note: This request is submitted with empty parameters.
After this request is completed the meter readings are loaded from the intermediate table into EAM
Meter Readings Interface table.

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Run Import Meter Reading Request Set:
1. Navigate to DPCL Custom > Run Requests

2. Select Request Set
3. Click OK
4. Select Request Set

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5. Click Parameters for first Program

6. Enter Parameters
7. Click OK
8. Click Parameters for second Program
9. Enter Parameters
10. Click OK
11. Click Submit
On completion of this request the meter readings are imported from interface table to the Meter
Reading table. You can then view imported meter readings.
4.1.4 View/Disable Meter Reading History

2. Click Mass Meter Readings link

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3. Optionally enter a Meter Name or Asset Number. If you enter Asset Number then all meters
associated with that assets is displayed
4. Click Go
5. Click History
6. After viewing history you can optionally click Disable to disable past reading(s) for the current
reading.
Note: Preventive Maintenance Scheduling does not use any disabled information. After a meter
reading is disabled, you cannot re-enable it.

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4.2 Defining Set Names
A PM schedule for an Activity and an Asset Number or Asset Group must uniquely belong to a Set
Name.
1. Navigate to Enterprise Asset Management > Preventive Maintenance > Set Name Definition.
2. Enter the name of the Set Name.

3. Optionally enter an End Date.
4. Optionally enter a Description for this Set Name.
4.3 Preventive Maintenance Schedules
An Activity and Asset Number combination can be associated with Runtime, Day Interval Rules, or a list
of dates, defining when an Activity should be scheduled for an Asset, Serialized and Non-Serialized
Rebuildables. Day Interval rules and List of Dates rules are supported for Non-Serialized Rebuildables.
The Preventive Maintenance (PM) Scheduler process creates suggested Work Order dates based on
these rules. A planner can then view these forecasted Work Orders, and generate them as necessary.

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There are two ways to create PM schedule definitions for Rebuildable Serial Numbers and Assets. You
can create them individually within the Preventive Maintenance Schedules window or streamline the
process of creating them using a PM Template. A PM Template is a schedule, defined for an Asset
Group (Asset Group or Rebuildable Item)/Activity association. If you utilize the PM Template
functionality, a new PM Schedule is automatically created for a newly created Asset Number (asset or
rebuildable) for the Asset Group. All PM Template attributes are copied over to the PM Schedule for the
Instance. You can optionally modify the values of the PM Instances created.
4.3.1 Preventive Maintenance Schedule Template Definition
Defining Preventive maintenance Schedule Template will automate the process of defining a
Preventive Maintenance Schedule for every new Asset/Rebuildable Number defined in the system.
Before defining a PM Template, the following prerequisites must exist:

• Meter Template Definition
• Activity Definition
• Meter Template Association
• Activity Association Template
1. Navigate to Enterprise Asset Management > Preventive Maintenance > Schedule Template
Definition.
2. Click New

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3. Enter a Preventive Maintenance Template name in the Schedule Name field.

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4. Enter a Set Name. A PM schedule for an Activity and Asset Group must uniquely belong to a Set
Name.
5. Select an Asset Type.
7. Select a Schedule Type. Valid values are Rule Based and List Dates. If you select Rule Based,
the Day Interval Rules and Runtime Rules tabs are enabled to enter information. If you select List
Dates, you can define information within the List Dates tab.
8. The Effective dates default from the current Activity association, if they exist.
9. Optionally enter a Lead Time In Days.
10. Optionally select a Work Order Status that best fits your business process. When Preventive
Maintenance Work Orders are generated, they are created with this specified status.
11. Optionally select the Default check box to indicate that the current PM schedule definition
generates Work Orders. You can have only one Default PM for an Asset Item/Activity combination.
12. Optionally select the Automatic Instantiation check box. If this check box is selected, a new
instance of the current PM schedule template is created for each new Asset.
13. Optionally select the Reschedule Manual Work Orders check box. If this check box is selected,
non-firm, unreleased manual work orders are considered during PM scheduling.
14. In the Scheduling Options region, select Use and to suggest Next Service field.
15. In the For Multiple Rules region, indicate how the predicted due dates are determined for multiple
rules (Date Rule and Meter Rule).
• First: The due date is set to the first due date of all rules.
• Last: The due date is set to the last due date of all rules.
16. In the Activity region, select an Activity. Activities associated with Asset Groups are eligible for
defining a Schedule Template.
17. Enter Interval Multiple
18. Enter a Base Interval In Days. For example, if you enter 30, a Work Order suggestion is created
every (30 multiplied by Interval Multiple) days.

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19. Within the Meter Rules tab, optionally select a Meter Name to indicate that Preventive Maintenance
scheduling is based on a Meter Rule.
20. Enter Base Interval if you select any Meter
21. If you populated List Dates within the Schedule Type field, select the List Dates tab to define the
specific due dates that Work Orders should transpire.
4.3.2 Preventive Maintenance Schedule Definitions
Schedule definitions are implemented to create scheduled Work Orders, based on Day Interval Rules,
and/or Runtime Rules. Schedules can also be based on a list of specific dates by using List Date rules.
List Date rule based PM schedules cannot have Runtime or Day interval rules. Runtime or Day Interval
Rule based PM schedules cannot have List Date rules.
If a meter is entered in a runtime interval rule, the following prerequisites must exist before creating a
Preventive Maintenance Schedule:
• Meter Definition
• Activity Definition
• Meter/Asset Association
• Asset Number/Activity Association
1. Navigate to Enterprise Asset Management > Preventive Maintenance > Schedule Definition.
2. Choose New.

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3. Enter a Schedule Name.

4. Enter a Set Name.
5. Select an Asset Type.
6. Select an Asset Number. Assets that are maintainable and associated with Activities are available.
7. Select a Schedule Type. Valid values are Rule Based and List Dates. If you select Rule Based,
the Day Interval Rules and Runtime Rules tabs are enabled to enter information. If you select List
Dates, you can define information within the List Dates tab.
8. The Effective dates default from the current Activity association, if they exist.
9. Optionally enter a Lead Time In Days.
10. Optionally select a Work Order Status that best fits your business process. When Preventive
Maintenance Work Orders are generated, they are created with this specified status.
11. Optionally select the Default check box to indicate that the current PM schedule definition
generates Work Orders. You can have only one Default PM for an Asset Item/Activity combination.
12. Optionally select the Reschedule Manual Work Orders check box. If this check box is selected,
non-firm, unreleased manual work orders are considered during PM scheduling.

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Note: Reschedule Manual Work Orders cannot be selected if multiple activities are defined in a single
PM schedule.
13. In the Scheduling Options region, select Use and to suggest Next Service field. The date field
indicates the Last Service date.
14. In the For Multiple Rules region, indicate how the predicted due dates are determined for multiple
rules (Date Rule and Meter Rule).
• First: The due date is set to the first due date of all rules.
• Last: The due date is set to the last due date of all rules.
15. In the Activity region, select an Activity. Activities associated with the Asset Number are eligible for
defining a Schedule definition.
16. Enter Interval Multiple.
17. Enter a Base Interval In Days. For example, if you enter the number three, a Work Order
suggestion is created every (30 multiplied by Interval Multiple) days.
18. Within the Meter Rules tab, optionally select a Meter Name to indicate that Preventive Maintenance
scheduling is based on a Meter Rule.
19. Enter Base Interval.
20. Click Last Service Info.

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21. Optionally enter the Last Service Dates and Last Service Reading (if Meter Rule is defined) in
the Last Service Information window.
22. If you populated List Dates within the Schedule Type field, select the List Dates tab to define the
specific due dates that Work Orders should transpire.
5 EAM Work Management
The Work Order is the foundation for all maintenance organizations. Work orders define the resources
and items that are needed to conduct work. They can be automatically generated through the use of
Preventive Maintenance Schedules or manually generated.
This chapter is divided into the following sections:
• EAM Work Orders

• EAM Operations and Tasks
• Work Order Relationships
• EAM Work Order Transactions

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• EAM Work Order Planning
5.1 EAM Work Orders
Enterprise Asset Management Work Orders are created for assets and rebuildable inventory items.
They are defined manually, or generated automatically based on a scheduled Activity. If you attach an
Activity to a manually created Work Order, the Work Order inherits the Activity's attributes, such as the
maintenance BOM, maintenance routing (operations), assigned resources and attachments.
An Enterprise Asset Management Work Order may progress through several statuses, throughout its
lifecycle. The Work Orders might start at a Draft status, then move to Unreleased, Released,
Complete, and finally Closed. These statuses can vary, depending on the type of Work Order that is
created. For example, Preventive Maintenance Work Orders are created in Unreleased status,
bypassing the Draft status.
The work orders when released will remain in Pending Released status and will go through an
approval process before its status is changed to Released automatically on approval. You cannot
transact a work order if it is not in Released status.
This section includes the following topics:
• Breakdown Work Orders

• Preventive Maintenance Work Orders
5.1.1 Breakdown Work Orders
Breakdown work orders are also called manually created work orders which are an instance of a fault in
Plant machinery or equipment. Breakdown work orders are created from a Work Request or can also
be created after performing maintenance work on a machine or equipment.
1. Navigate to Enterprise Asset Management > Work Orders > Work Orders.

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2. Click New.

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3. Click Asset Number field. This will automatically generate a unique Work Order Number.
4. Enter an Asset Number requiring maintenance. The Asset Group defaults.
5. Select an Asset Activity. Only Asset Activities associated with this Asset Number are available.
Note: If this Work Order was previously created, you can add an Asset Activity, as long as the Work
Order is at an Unreleased or Draft status, or an Asset Activity was not previously defined. If any tasks,
material, or resource requirements exist, these must be deleted before adding an Asset Activity to an
existing Work Order.
After selecting an Asset Activity, the associated maintenance BOM (material) and maintenance route
(resources), associated with the Activity, attach to the Work Order. After an Asset Activity is saved to a
Work Order, you can no longer change or delete it.
6. Enter a Class code to represent the charge (expense) accounts associated with the Asset Number.
This defaults from the Asset Number.
7. Enter the Status. For example, Unreleased, Released, On Hold, and Draft.
8. The Pending check box value determines whether the Work Order has reached the status above or
is still pending, due to approval not done. If the check box is clear, the Status reflects the current
status.
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9. If this is a child Work Order in a Work Order network and Parent Child is populated in the
Relationship Type field, the Parent Work Order is populated in this field.
10. In the Scheduled Dates region, the Start Date defaults to the current date.
11. Save your work. The Completion Date defaults on saving the work order.
12. Within the Main tab, the Department value defaults from the selected Asset Number.
13. Optionally select a Priority.
14. Optionally select a Work Order Type.
15. The Shutdown Type defaults from the Activity, if selected.
16. If the Firm check box is selected, the work order Start date and End date are not scheduled
automatically. If the check box is selected, the end date is calculated, based on the Work Order
duration. The scheduler automatically calculates the duration based on the operations on the Work
Order. You can update this check box for Work Orders at Draft, Released, Unreleased, On-Hold, or
Cancel statuses.
If the Firm check box is selected, you can still manually reschedule a resource on the Work Order,
thereby updating the dates on its corresponding Operation and Work Order.
17. Optionally select the Notification Required check box.
18. Optionally select the Tagout Required check box to indicate that the Area must be secured for
operations required to execute this Work Order. If this checkbox is selected then an explicit
Approval is required from Electrical department for making the asset secured to start
maintenance by making it Shutdown.
19. The Planned checkbox is automatically selected for the work orders created from Preventive
Maintenance.
20. Optionally select the Enable Material Issue Requests check box to automatically allocate material
based on its availability in stores on Work Order release. This checkbox is automatically selected
from the setup. You can uncheck it before releasing the work order if you do not want system to
allocate material.
Note: Materials allocated to a work order cannot be allocated to another work order. You need to
delete the allocation manually or else it will be unallocated automatically if the work order is
cancelled or closed.
21. Optionally enter Failure Information. The Failure Information region appears if the Failure Entry
Required checkbox is selected.

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Note: If Failure Codes are entered here and the Failure Entry Required check box is selected, Failure
Code entry is mandatory during Work Order completion.
22. The Material Shortage region enables you to view material availability. This region populates, after
you have saved the Work Order. You can click Check Shortage to view the shortage details.
23. Optionally click Activity tab to view Activity Type, Activity Cause and Activity Source which gets
defaulted from the selected Activity. You can update these values.
24. Optionally click the Request tab to associate Work Requests with this Work Order. You can add
Work Requests to a Work Order by selecting a Request Number. Only Work Requests at an
Awaiting Work Order status are available for association. You may associate multiple Work
Requests to a single Work Order.
You can also dissociate a Work Request from a Work Order as below:
1. Select the Work Request.

2. Click Delete button

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25. On Define Work Order window, optionally click Operations to prepare necessary operations. The
operations default from the maintenance routing associated with the current Activity, but you can
update and add to them.
26. On Operations window, select operation and click Materials to view or add items from the
associated Asset Number's items list. From the Material Requirements window, you can optionally
choose Select Materials to add materials from this Asset BOM to the material requirements for the
current Work Order.

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27. On Operations window, select operation and click Resources to view, add, or update the resources
assigned to each operation.

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28. Save your work and Close. The work order will be saved in the current status that you have
selected. If you have selected the Released status before saving the work order then it will go for
approval before it is released.
5.1.2 Preventive Maintenance Work Orders
After you have established Preventive Maintenance Scheduling definitions, you can generate Work
Orders automatically. There are two ways to generate Work Orders. You can execute the Generate
Preventive Maintenance Work Orders process, or you can Implement Forecasted Work Orders
from the Maintenance Workbench. When executing the Generate Preventive Maintenance Work Orders
process, the program creates suggested Work Orders, based on the date or meter rules that are
associated with the scheduling definitions that you defined.
If you want to review and optionally select Work Orders that would be created using Generate
Preventive Maintenance Work Order process, you can access the Maintenance Workbench to
Implement Forecasted Work Orders. This enables you to view the Work Orders before actually

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creating them. This process is explained under Work Order Forecast and Implement topic (Please
refer EAM Work Order Planning topic)
The work orders will be created in Unreleased status. You can Release these work orders one by one
from the Find Work Orders window or you can Mass Release it from Maintenance Workbench
window.
Generate Preventive Maintenance Work Orders process:
1. Navigate to Enterprise Asset Management > Preventive Maintenance > Generate Work
Orders
2. On Parameters window, select a Start Date

3. Select Cut Off Date
To further narrow down the data selection, you can enter any of the other parameters.
4. Click OK

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5. Click Submit
6. If decision box appears asking for submitting another request, click No
5.1.3 Update Work Orders
You can update additional information on a work order before it is completed or closed. You can
update a work order by using Maintenance Super User. You can update both Capital and Rebuildable
work orders.
1. Navigate to Maintenance Super User > Work Orders

2. Click Clear
3. Enter Work Order Number
4. Click Go

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5. Click Update
6. Update work order additional information
7. Click Apply
5.2 Define Operations and Resources on Work Order
Operations (also known as tasks) are the instruction to perform maintenance activities.Each operation
is assigned to a department. When you create a Work Order for an Asset Number, you can attach the
Asset Number's associated Activity to that Work Order, bringing its related maintenance routing. The
maintenance routing is comprised of operations necessary to complete the Activity. You can view and
update these operations from the Work Order.

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Prepare Operations and Resources on Work Orders:
1. Navigate to Enterprise Asset Management > Work Orders > Work Orders
3. Click Find

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4. Click Operations. Operations from Activity Routing will be defaulted, if any.
5. Click Operation line and click New to add new operation line.

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6. Enter Operation number

7. Optionally select Operation Code. Department, Description and other details are defaulted form
Operation Code. The Star date and End dates are calculated from the resource attached to the
operation.
8. If Operation Code is not selected then select Assigned Department and other details.
9. Save your work
10. Select Operation to Add Resources
11. Click Resources
12. Enter Res Seq

13. Select Resource. UOM is populated from resource definition.
14. Enter Value. Inverse is entered automatically.

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5.3 Define Inventory Material/Direct Items Requirements on Work Orders
When entering a Work Order for an Asset Number, the Asset Number's associated Activity attaches the
required material and resources to complete its operations. However, you can update, add, view, and
delete material requirements for a specific Work Order.
1. Navigate to Enterprise Asset Management > Work Orders > Work Orders
3. Click Find
4. On Work Order window, click Operations to add material operation wise
5. Select Operation Number and click Materials

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6. To add Inventory Material, within the Inventory Items region, click on the Material field and select
Inventory Items or you can click Select Materials button to select materials defined on current
Asset’s Bills of Material.

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7. Select Material lines check box and click Ok
8. Select Date Required

9. Click Quantities tab

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10. Enter Required quantity. Check other tab to add relevant information.
11. Save your work.
12. To add Direct Items, within the Create Direct Items region, select Item Type.
13. Enter Description, UOM, Required Qty, Purchasing Category, Need By Date and other relevant
information.
Note: Direct Items create purchase requisitions automatically on Work Order release. Direct Items are
one time, non-inventoried items that are purchased directly from the supplier. After you choose Direct
Item, the current Work Order and operation reference values are passed to the requisition created.

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5.4 EAM Work Order Transactions
There are two types of Enterprise Asset Management Work Order transactions: material and
resource. A material transaction is utilized when you issue material from inventory to a Work Order. A
resource transaction is utilized when you charge resources (for example labor, or equipment) to a Work
Order. To start transaction the work order has to be in released status.
This section includes the following topic:
• Material and Resource Transaction

• Operation Completion
• Work Order Completion
• Rebuild Work Order Completion
• Closing Work Orders
• Capitalizing Work Orders
5.4.1 Material and Resource Transaction
Material issue to Work Orders and returns to Inventory are typical store room functions and are
provided by the Stores tab in Maintenance Super User responsibility. There are two primary methods
used to issue material to a Work Order: One Step Issue and Two Step Issue. The One Step Issue
method is used to issue one-off or adhoc material to a work order; this does not involve the prior
requesting of material and can execute for both planned and unplanned material. The Two Step Issue
method involves two steps. The first step involves the maintenance planner or user requesting material
from stores and the second step involves the stores room person delivering the material to the Work
Order.
You can return material to Inventory from maintenance Work Order. If excess or defective material is
issued to a Work order, it needs to return.
This section includes these topics:
• Issue Material from stores to Work Orders

• Issue Rebuildable Items to Work Orders
• Return material to stores from Work Orders
• Resource Transaction on Work Order

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Issue Material from stores to Work Orders:
(i) One Step Material Issue:
In One Step Material Issue method, if the Enable Material Issue Request check box is not checked on
the work order and the work order is released, then even if the material is available it will not be
allocated to the work order. You can issue any amount of material through this method to a work order.
1. Navigate to the Maintenance Super User > Stores

2. Click One Step Material Issue link
3. Enter Work Order. This is mandatory field.

4. Click Go

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5. Select material line(s), enter Qty and Subinventory. The selected material should be available in
the subinventory. You can issue extra material on this screen.
6. Click Issue to transact the material.
(ii) Two Step Material Issue:
In Two Step Material Issue method, first allocate material on work order on releasing it. If the Enable
Material Issue Request check box is checked on the Work Order before releasing it then the materials
added on the work order will be allocated automatically based on its availability. You can transact the
allocated materials from Stores tab on Maintenance Super User by using Material Issue option. You
can only transact allocated material through this process.
1. Navigate to Maintenance Super User > Stores

2. Click Material Issue link. This is selected by default.
3. Enter Work Order. You can also search the material requirement by specifying Material Request
Number, Material and Subinventory.
4. Click Go

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5. Select material line(s), Enter Issue Qty. Quantity defaults from the Work Order. You can only issue
less than or equal to the quantity allocated through this method based on the availability.
6. Optionally select Delete Remaining Allocation check box if you want to remove the allocation for
the amount of material you do not want to transact.
7. Optionally click Delete to remove entire allocation of material.
8. Click Issue to transact the material.
Replace Rebuildable Items on Work Orders:
A spare Rebuildable Serial Numbers are issued to a work order and the defective rebuildable number is
received in inventory for repair. An automatic work order is generated for the defective rebuild number
on replacement.

2. Click One Step Material Issue
3. Enter Work Order

4. Click Go
5. Enter Qty, Subinventory.
6. Select Rebuild Serial Number in From Serial and To Serial field. This is the Rebuild Serial Number
which will be issued to the work order. It will be automatically associated to the Parent Asset for
which work order is created. These rebuilds are automatically added to the Parent asset hierarchy.
7. Optionally click Replaced Rebuild Details to enter information of replaced rebuild.

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8. Enter Rebuild Serial Number which is to be replaced.

9. Optionally select Rebuild Activity
10. Optionally enter Rebuild Work Order Name. An automatic Rebuild work order is created with
associated Rebuild Activity (if selected in previous step) by this name. If this field is blank then
system will generate an automatic work order number for the created rebuild work order.
11. Click Apply
12. Click Issue. A confirmation message for material issue and automatic work order creation is
displayed.
Return material to stores from Work Orders:
You can return material to Inventory from maintenance Work Order. If excess or defective material is
issued to a Work order, it needs to be returned. Only material issued to Work Orders can return to
Inventory. The quantity returned cannot exceed the quantity issued; it must be one if the material is
serial controlled.

2. Click Return Material to Inventory link

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3. Enter Work Order. You can also search the material issued to work order by specifying Material
and subinventory.
4. Click Go
5. Enter Qty, Subinventory, Locator (if Locator control enabled),
6. Optionally enter Reason and Ref(Reference)

7. Click Return to Inventory to return the material to stores.

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Resource Transactions on Work Order:
The Resource transaction can be done on work order in Maintenance Super User responsibility.

2. Click Clear
3. Enter Work Order.
4. Click Go
5. Click Work Order Number link

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6. Select the operation to charge the resource attached on it.

7. Select Charge Time from Select Row list
8. Click Go
9. Enter Qty and UOM. These values default from the work order’s selected operation.
10. Click Apply
5.4.2 Operation Completion
Operations are the instructions or tasks to perform a repair. Every operation is assigned to a
department, associated with assigned resources. Operations are the instructions or tasks to perform a
repair. Every operation is assigned to a department associated with assigned resources.
You can complete or uncomplete an operation via Maintenance Super User responsibility. In order to
complete operation the work order has to be in Released status.
Complete an Operation:

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2. Click Clear
3. Enter Work Order
4. Click Go

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6. Select Operation
7. Select Complete/Uncomplete from Select Row list

8. Click Go

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9. Enter Start Date and End Date

10. Click Apply
11. Click Ok
Uncomplete an Operation:
1. Navigate to Operations tab
2. Select Operation to be uncompleted

3. Select Complete/Uncomplete from Select Row list

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4. Click Go
5. Click Apply
6. Click Ok
5.4.3 Capital Asset Work Order Completion
Enterprise Asset Management Work Orders are created against assets. They are defined manually, or
generated automatically based on a scheduled Activity.
The operations within a Work Order do not need to be complete to complete a Work Order. However,
the date you complete a Work Order must be greater than (later) or equal to the end date of the
operation that has the latest end date. Likewise, the date you start a Work Order must be earlier than or
equal to the start date of the operation with the earliest start date. You can uncomplete a Work Order
after it is completed to transition it to a Released status.
Complete Work Order:

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2. Click Clear

4. Click Go

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6. Click Complete Work Order
7. Enter Start Date and End Date also all other mandatory details.
8. Click Apply

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Uncomplete Work Order:
2. Click Clear
9. Enter Work Order. In the screen you can see Work Order Number used is WO7026. The work
order status should be Complete.
10. Click Go

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12. Click Uncomplete Work Order
13. Click Apply
5.4.4 Rebuildable Work Order Completion
There are two ways to create rebuild Work Orders. In the scenario that a new rebuildable item is issued
from inventory to be placed into the asset, a rebuild Work Order creates for the rebuildable item that
was taken out with a need for repair, given the required information was entered into the material
transaction. This child Work Order of the parent Work Order can complete, independent of the parent
Work Order. However, if the rebuildable item needing repair is removed from the asset, repaired, then
reinstalled, that manually created child, rebuild Work Order must first be completed before the parent
Work Order can complete. In this scenario, first complete all rebuild/children Work Orders before you
can complete a parent Work Order

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Complete a Rebuildable Work Order:
2. Click Clear
3. Enter Work Order. This is a Rebuildable Work Order.
4. Click Go

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6. Click Complete Work Order
7. Enter Start Date and End Date. Also enter other mandatory details.
8. Enter Completion Subinventory. If the rebuild Work Order is generated from a material issue or is
a standalone rebuild Work Order for a Rebuildable Item's serial number that resides out of
inventory, then enter the Completion Subinventory. This must be an expense subinventory.
9. Click Apply
Uncomplete Rebuildable work order:
1. Navigate to Maintenance Super User > Work Orders.

2. Select a completed rebuild Work Order.
3. Select the Uncomplete Work Order to uncomplete the work order.
4. Click Apply

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5.4.5 EAM Work Order Closing
You can close maintenance Work Order at any status within its lifecycle. You can close one or many
Work Orders at once. After a Work Order or a period is closed, cost variances are posted to the asset's
WIP accounting Class code accounts. You can close work orders which are in status Complete,
Complete No Charges and Failed Close.
Close Work Order:
1. Navigate to Enterprise Asset Management > Work Orders > Close Work Orders

3. Click Find

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4. From the Tools menu, select Close Work Orders

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5. Select a Report Type. Your selection determines the type of information presented on the report
that is produced by the concurrent process (Close Discrete Jobs) closing the Work Order.
6. Select an Actual Close Date. This date must be greater than or equal to the system date.
7. Select a Submission Date. This date must be greater than or equal to the system date.
8. Click Ok
Close Rebuildable Work Order:
1. Navigate to Enterprise Asset Management > Work Orders > Close Rebuildable Work Orders
2. Select a Work Order. Only rebuild Work Orders are available.
3. Choose Find. The Close Rebuild Work Order window appears.
4. From the Tools menu, select Close Rebuild Work Orders. The Close EAM Work Orders window
appears.
5. In the Report Type region, select a report type.
6. Select an Actual Close Date. This date must be greater than or equal to the system date.
7. Select a Submission Date. This date must be greater than or equal to the system date.
8. Click Ok.
5.4.6 EAM Work Order Capitalization
You can capitalize part or all of the costs incurred, while maintaining an asset. The asset's book value
and useful life increment with the additional value, within Fixed Assets. You can identify the Work
Orders that increase an asset's value. Before capitalizing work order the Asset Number has to be
linked to a Fixed Asset Number defined in Fixed Asset responsibility.
Capitalize Work Order Cost:
1. Navigate to Enterprise Asset Management > Billing and Capitalization > Work Order
Capitalization

USER MANUAL
2. Query one or more Work Orders to capitalize. You can narrow your search criteria, using the fields at
the top of the window. For example, you can enter a specific Work Order, Asset Number, or specify
if you want to display only Work Orders at a Closed status.
3. Click Find
4. Select a Work Order.
5. Click Capitalize Work Order

USER MANUAL
6. Enter a Capitalization %. The selected items' and resources' costs, within the Capitalization region,
are capitalized by this percentage.
7. After selecting items and/or resources to capitalize within the Capitalization region, click Calculate
Amounts to view the projected amount to capitalize, based on what you had entered within the
Capitalization % field. The asset's book value and useful life will increment with this additional
value, within Fixed Assets.
8. Change the defaulted Offset Account. Maintenance expenses that are capitalized are considered
capital asset value and not maintenance expenses, within the General Ledger.
9. Click Initiate Capitalization. This will start a concurrent request in background which capitalizes the
current selected line amount.
10. Click View Past Details to view all past capitalization transactions.

USER MANUAL
5.5 EAM Work Order Planning
EAM Work Order Planning can be done from Maintenance Workbench. Using the Maintenance
Workbench, you can mass release and mass complete Work Orders. You cannot complete mass Work
Orders that have mandatory meter readings and mandatory quality plans associated with a Work
Order. Using Maintenance Workbench you can generate forecasts for multiple assets at once.
This section includes the following topics:
• Work Order Forecast and Implement

• Mass Work Order Release
• Mass Work Order Complete
• Mass Work Order Close
5.5.1 Work Order Forecast and Implement
1. Navigate to Enterprise Asset Management > Work Order Planning > Maintenance Workbench

USER MANUAL
2. You can narrow your data selection using any of the fields available. For example, select an Asset
Group, to view all Work Order forecast related to all assets in that Asset Group.
3. Click Launch
4. Click Forecast Work tab
5. Click Forecast Work tree structure to expand it.

6. Click All Assets, select Asset Number to open the forecast work order window. You can select
multiple assets by holding CTRL key on keyboard.
7. Enter Cutoff Date to indicate how far you would like to view the forecast from the Start Date. The
Horizon defaults as a difference between the Start Date and Cutoff Date.
8. Select a Set Name. If a Set Name is entered, the Simulate button is enabled. If Run is selected,
you can implement work orders only for forecasted suggestions from default.

USER MANUAL
9. Click Simulate to view the forecast for the selected dates.

10. Optionally click Run to enable Implementing of forecasted work orders. This will enable the Select
checkbox and the Implement button.
11. Select forecasted line(s) by clicking Select checkbox.
12. Click Implement. This will convert the selected forecast into work orders.

USER MANUAL
5.5.2 Mass Work Order Release
You can release multiple work orders at once by using Maintenance Workbench for an Asset.
2. Enter Search criteria. For example enter Asset Group
3. Click Launch
4. Click Results (Capital) tab. Click Results (Rebuildable Inventory) tab if in the search criteria you
have given Rebuildable Group.
5. Click Results (Capital) tree structure to expand all Capital Asset’s work order. . Click Results
(Rebuildable Inventory) tree structure if in the search criteria you have given Rebuildable Group in
order to expand all Rebuildable Number work orders.
6. Click All Assets to view all assets
7. Select an Asset. This will show all work orders for the selected assets. You cannot select multiple
assets at once.
8. Click Mass Release

USER MANUAL
9. Select works to release by clicking check box on left.

10. Click Release. The work orders before getting released will remain in Released Pending status
and will go through Work Order Approval process. After approval from the final approver the work
order status will change to Released.
5.5.3 Mass Work Order Complete
You can complete multiple work orders at once by using Maintenance Workbench for an Asset.
2. Enter Search criteria. For example enter Asset Group
3. Click Launch

USER MANUAL
4. Click Results (Capital) tab. Click Results (Rebuildable Inventory) tab if in the search criteria you
have given Rebuildable Group.
5. Click Results (Capital) tree structure to expand all Capital Asset’s work order. . Click Results
(Rebuildable Inventory) tree structure if in the search criteria you have given Rebuildable Group in
order to expand all Rebuildable Number work orders.
6. Click All Assets to view all assets
7. Select an Asset. This will show all work orders for the selected assets. You cannot select multiple
assets at once.
8. Click Mass Complete
9. Select works to complete by clicking check box on left.

10. Click Complete

USER MANUAL
5.6 Work Order Attachments
You can create work order documents or attach existing work order documents to a work order.
5.6.1 Create Work Order documents
1. Navigate to Enterprise Asset Management > Work Orders > Documents
2. Enter Title
4. Select a Data Type.
5. Optionally select Effective Dates to define the effectivity
6. If the Data Type is File, attach the appropriate File. If the Data Type is Web Page, enter the
relevant URL. If the Data Type is Short Text, insert the text in the text field.
7. Save your work

USER MANUAL
5.6.2 Attach Documents to Work Orders
You can attach existing document to work orders as well as copy exist asset documents on the work
orders belonging to that asset.
1. Navigate to Enterprise Asset Management > Work Orders > Work Orders (or Rebuildable
Work Orders)
2. Query a Work Order
3. Click Attachment button

USER MANUAL
4. Click Document Catalog to attach existing work order document
5. Click Find to retrieve all documents or enter search criteria and then click Find to retrieve existing
documents based on criteria. For example, enter Data Type as search criteria and click Find.

USER MANUAL
6. Select Documents or use CRTL key and then select Document for multiple document selection at
once.
7. Click Attach to attach document to work order.
8. Close Attachment window to return to work order window.
9. From Tools in Tools menu, select Copy Asset Attachments to copy existing documents attached
on the asset to this work order.
10. Save your work. After saving the attachment from asset is copied to work order. You can optionally
remove the attached documents.

USER MANUAL
6 Self Service Work Requests
This chapter covers the following topics:
• Overview of Work Requests

• Creating and Updating Work Requests
• Search Work Requests
• Work Request Approval process
6.1 Overview of Work Requests
A Work Request serves a different function than a Work Order; it is a request for maintenance on an
asset (Capital or Rebuildable Inventory). eAM enables operations and maintenance staff to report any
problems with an asset. A supervisor can approve, request additional information, or reject a Work
Request. A Work Request requires approval before it is generated into a Work Order. The Work
Requests tab enables you to query existing, and create new Work Requests for an asset.
A Work Request transitions through several statuses during its lifecycle. The Work Request lifecycle is
as follows:
Open - A Work Request is created in an Open status.

Awaiting Work Order - The Work Request status changes from Open to Awaiting Work Order if the
approver has approved it.
USER MANUAL
On Work Order - After a Work Request is associated with a Work Order, the status changes to On
Work Order.
Rejected - The approver has rejected the Work Request.
Additional Information - If the Work Request's status is Additional Information, the originator needs to
add the requested information.
Complete - The Work Request status transitions to Complete when the Work Order associated with the
request is completed.
6.2 Creating and Updating Work Requests
You can create a Work Request from the Maintenance Super User’s Work Request page.
Creating Work Request:
1. Navigate to Maintenance Super User > Work Requests
2. Click Create Work Request

USER MANUAL
3. Select Asset Number. The Assigned Department field is automatically populated with the current
asset’s owning department.
4. Select work request Priority
5. Optionally select Work Request Type
6. Enter Additional Description
7. Optionally select Notify User. If you select Yes then the notification for approved or rejected work
request will be received by requestor.
8. Optionally enter your Phone Number.
9. Optionally enter E-mail
10. Optionally select Contact Preference
11. Click Apply. The work request will be created in Open status and a notification will be sent for
approval to the Department approver.
Updating Work Request:

2. Enter Request Number on Simple Search page

USER MANUAL
3. Click Go
4. Click Update
5. Enter Additional Description

6. Click Apply

USER MANUAL
6.3 Search Work Requests
You can use the Simple Search or Advance Search page to view and update work requests.

2. Use the Simple search page or click Advance Search to obtain advance search page.
3. Enter Search criteria. For example Request Number, Status, Asset Type, etc.
4. Click Go
5. Click request Number.
6.4 Work Request Approval Process
A notification is received by the Department approver for the approval/rejection of work requests when
it is created. Once the department approver approves the work request its status will change
automatically to Awaiting Work Order. If the work request is rejected by the approver then its status will
change to Rejected.
Department approver Login:
The maintenance department approver logs into Oracle Application to take action against the work
request.

USER MANUAL

2. Click Login
3. Click Maintenance Super User responsibility
4. Under Notifications region, click the Work Request link to take action on it.

USER MANUAL
5. To take action on the work request click relevant buttons.

Awaiting Work Order - Approves the work request.
Reject – Rejects the work request.
Additional Information – Sends the work request notification back to the requestor for
additional information and changes the work request status to Additional Information.
Request Information – This navigates to Request Information page where approver can add
other users in the work request workflow approval process.

USER MANUAL
7 EAM Work Order Approval Process
The EAM work order approval process starts with the release of the work orders. When a work order is
released a notification is sent to the Work Order Approver. The work order status will change to
Released Pending. The work order will remain in this status until the final approver in the approval
process approves the work order. The work order will be rejected when the first approver rejects the
work order.
Approver/Supervisor login
2. Click Login

USER MANUAL
3. Under Notifications region, click Work Order notification link
4. To take action for the work order click relevant buttons (Approve/Reject /Reassign).
Approve – It approves the work order from the first approver. A notification will be sent
subsequently to next approver in the approval process and finally it reaches to the final approver. After
the final approver has approved the work order its status will automatically changed to Released.
Reject – This will reject the work order. The status of the work order will automatically change to
Cancelled by Approver.
Reassign – This will navigate you to a Reassign Notification page. On the Reassign page use
'Delegate' to give another user authority to respond to a notification on your behalf, while still retaining
ownership or 'Transfer' to give another user complete ownership of and responsibility for that
notification.

USER MANUAL
8 Failure Analysis
This chapter covers the following topics:
• Failure Analysis Overview

• Defining Failure Codes and Sets
• Collecting and Analyzing Failure Information
8.1 Failure Analysis Overview
Failure Analysis enables you to track an asset failure from the time it is reported until its resolution.
Statistics from your collected failure data provide you with information on why an event occurs and
causes your asset failure. You can then take the necessary steps to eliminate that event. Using the
failure statistics, system gives you information for some of the TPM (Total Productive Maintenance)
metrics. For specific Asset Groups or Rebuildable Items, each failure (problem) has a defined number
of root causes, with each root cause having a defined number of resolutions (remedies).
When failure is reported, each work order represents one single failure occurrence (event) for the asset
specified on the work order. The cost to repair an asset that fails to a normal, operational state is
assumed to be the charges accumulated in the work order that is associated with the failure. If the
repair is outsourced to an external party and requisitioned on a purchase order, a work order must be
created to collect the repair costs for Failure Analysis to pick it up.
8.2 Defining Failure Codes and Sets
A Work Order represents one single failure occurrence (event) for the asset specified on the Work
Order. There are three main Failure Code Types: Failure Code, Cause Code, and Resolution Code.
When creating a Work Order, these Failure Codes are specified on the Work Order, such as
Compressor Shaft Damage (Failure), Vibration (Cause), and Replacement and Re-calibration
(Resolution), respectively.

USER MANUAL
Define Failure Codes:
1. Navigate to Maintenance Super User > Failure Analysis
2. Click Failure Tracking Setup

3. Click Define Failure Codes
4. Select appropriate Code Type.

5. Enter the Code.
7. Click Save to create the record and remain on the current page.
8. Click Apply to create the record and return to the previous page.

USER MANUAL
Define Failure Sets:
2. Click Failure Tracking Setup

3. Click Create Failure Set
4. Enter Name
6. Select Failure, Cause and Resolution. The code's Description defaults.
7. Optionally enter an End Date, to apply expiration for the current group of codes.
8. Select Asset Group or Rebuildable to assign the current Failure Set to an Asset Group or
Rebuildable Item. Asset Numbers or Rebuildable Serial Numbers within an Asset Group or
Rebuildable Item, respectively, inherit the assigned Failure Code Set.

USER MANUAL
9. Select appropriate value from Failure Code Required. For example, select Yes from the Failure
Code Required list of values to ensure that Failure Codes are entered when creating Work Orders
for assets within the current Asset Group. The Failure Code Required value defaults to the work
order, but you can optionally change it.
10. Click Save to create Failure Set and remain on current page or click Apply to create and return to
the previous page.
8.3 Viewing and Analyzing Failure History Information
Failure reporting for an asset is performed by entering failure tracking codes, when creating the failure
work order or when completing it. Asset failure history is available after the Work Order is completed.
This information assists in the maintenance management decisions and provides data for reliability
analysis.
You can analyze failures that are reported against assets with the Failure History and Failure Analysis
pages. The Failure History page displays detailed failure data, reported at the work order level. The
Failure Analysis page aggregates failure data, based on the user-selected View By and displayed
measures, such as Mean Time Between Failures (MTBF), and Mean Time To Repair (MTTR).
The three main measurements for asset maintainability and reliability are:
Mean Time Between Failures (MTBF): The average elapsed time between failures. MTBF is the
duration in days between an asset's two failure dates, and is a reliability metric indicating how often an
asset fails.
Mean Time To Repair (MTTR): The average time between when an asset fails (reported failure date)
and when it is repaired to its normal operating condition (actual work order completion date). MTTR is a
maintainability metric, indicating how fast repair is completed after a failure is reported.
Mean Time Between Repairs (MTBR): The average duration when an asset is in acceptable
functional condition. The calculation is as follows:
MTBR = MTBF – MTTR
Note: Only completed work orders are included in Failure History and Failure Analysis.

USER MANUAL
View Failure History Information:

2. Click Failure History link
3. Enter Asset Number (or Rebuild Number)

4. Optionally enter range of Failure Dates
5. Click Go
6. Failure History is viewed.

USER MANUAL
Analyze Failure History Information:

2. Click Failure Analysis link
3. Enter Asset Number (or Rebuild Number).

You can enter other parameters as well based on your requirement.
4. The Include Children option indicates whether children assets should also be included within the
inquiry results, even if they do not fit the search criteria.
5. Optionally select a View By value. You can view failure information by Asset Number, Asset Group,
Asset Category, or Failure Code.
6. Select Compute Repair Cost as Yes if you want to view the cost of repair in the result.
7. Click Go

USER MANUAL
8. Click Export to export result in a file.

9. Click Asset Number link to view all work orders and get export.

USER MANUAL
9 Asset Condition Monitoring
Asset Condition Monitoring can be done using Enterprise Asset Management by integrating it with
Quality. Before you can collect quality data, you must first create a collection plan. Begin by creating
collection elements, which define the characteristics of the Asset that you want to monitor, record and
analyze. You can define Collection elements and Collection Plans in order to execute Condition
Monitoring Work Orders. At the time of completing work orders system triggers mandatory Collection
Plans. You can enter results in the collection elements which are attached to the Collection Plan.
9.1 Define Collection Elements and Collection Plans
Define Collection Elements:
1. Navigate to Quality > Setup > Collection Elements
2. Enter Collection Element name

3. Select Element Type
4. Enter Prompt. This defaults from the Collection Element Name but you can change it.
5. Select Data Type
6. Enter Reporting Length
USER MANUAL
7. Optionally select UOM

8. Select Mandatory checkbox to make this element value mandatory for entry on collection plan.
Define Collection Plans:
1. Navigate to Quality > Setup > Collection Plans
2. Enter Collection Plan name.

4. Select Plan Type.
5. Click Copy Elements

USER MANUAL
6. Select Collection Plan Name. Select “TEMP EAM JOB COMPL” and click OK to add all required
standard collection elements on current collection plan.
7. Select any Collection element, click Add New button

USER MANUAL
8. Select Collection Element Name defined for the current collection plan.
9. Save your work.
10. Click Transactions.
11. Select “EAM Work Order Completions” under Transaction Description

12. Select Mandatory checkbox to make this Collection Plan mandatory for result entry before work
order completion.
13. Select Enabled checkbox
14. Under Collection Triggers region, select Trigger Name, Condition, From and To(Enabled for
range of values based on condition).
15. Save your work and Close Collection Transaction window to return to Collection Plan window.
16. Select Collection Element and click Actions to define action for the Collection Plan to trigger work
orders.
USER MANUAL
17. Enter Action Rules.

18. Select “Create a Maintenance Work Order” from Action this Rule Invokes region.
9.2 Enter Condition Monitoring Inspection Results
You might need to enter results in the Collection elements which are added to the Collection Plans.
After Collection Plan is defined it will be invoked before completing work orders. The result is entered in
the Work Order Completion page when you complete a work order. In the Work Order completion page
you will get the Enter Collection Plan result

2. Query Work Order
3. Click Work Order Number
4. Click Operation Quality Plans tab to access all attached Collection Plans.

USER MANUAL
5. Click Enter Quality Results
6. Enter Result Data.

7. Click Apply to save result data.

USER MANUAL
10 Notification to COMMTRAC for Equipment Shutdown
The Work Orders which needs shutdown of machines whose maintenance is due when released in
EAM then a notification is sent to COMMTRAC in order to notify them for releasing the machine. If the
machine cannot be released from COMMTRAC due to work load then a reschedule request should
come from COMMTRAC to the maintenance department. The concerned maintenance department may
reschedule the work order based on its availability.
Release Work Order for Shutdown:
2. Enter Date From and Date To
3. Select Set Name
4. Select Pending as No

USER MANUAL
5. Click Launch
6. Expand the Results Capital folder to view all work orders

7. Select Status as Released and Save. You can also do Mass Release of work orders.
The work orders will be sent for approval. Once the work orders are approved its status will change to
Released. The notification for work orders where Shutdown is Required will be sent to COMMTRAC
after it is approved.
Now if there is a request from COMMTRAC for reschedule then concerned owning department of work
order needs to reschedule the work order based on availability of assets.
Reschedule of Work Order:
You can reschedule the work order by querying it either from Maintenance Workbench or in
Maintenance Super User responsibility. The rescheduling from Maintenance Super User is shown
below:


USER MANUAL
3. Click Go
4. Click Update Work Order
5. Click Shift Dates
6. Select Scheduled Start Date from Shift Work Order region
7. Click Apply to return back to update page

USER MANUAL
8. Click Apply to save work order
A notification is sent again to COMMTRAC for the updated work orders.

USER MANUAL
11 View Enterprise Asset Management Reports
Enterprise Asset Management provides you with various standard reports which will collect meaningful
data from system based on your requirement and will present to you in a readable format. You can
analyze the report output which will help you in making judgment to improve you business process.
Oracle Applications provides you with menus and functions to submit a concurrent request and
provides you method to view output of these requests. You can print these report outputs or send it to
other users.
Submit Concurrent Requests or Reports:
1. Navigate to Enterprise Asset Management > Reports
2. Select Request Type. For example, Single Request.

3. Click OK. Report submission window opens.

USER MANUAL
4. Select Report Name.
5. Enter Report Parameters.

6. Click OK to close Parameters window and return to Report Submit window.
7. Click Submit on Report window to submit report for processing.
8. Click Yes if you want to submit another report or else click No to close Submit Report window.

USER MANUAL
View Report Output:
1. Navigate to Enterprise Asset Management responsibility.

2. Select View from Tools menu, click Requests to access Find Request window.
3. Click Find

USER MANUAL
4. Select Request Name and click View Output when the request Phase is Completed.

USER MANUAL
5. Report Output is opened in a new window.

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The Dhamra Port Company Limited

Oracle Enterprise Asset Management User Manual

Prepared By – Surya Kamal Shaw

1 Oracle Enterprise Asset Management Overview ............................................................................ 5

2 Getting Started with Oracle Applications........................................................................................ 6

2.1 Logging on to Application ............................................................................................................. 6

2.2 Select Responsibility .................................................................................................................... 7

3.1 Define Maintenance Resources.................................................................................................. 10

3.2 Define Maintenance Departments .............................................................................................. 11

3.3 Defining Asset Groups................................................................................................................ 12

3.4 Defining Activities ....................................................................................................................... 13

3.5 Define Standard Operations ....................................................................................................... 16

3.6 Define Maintenance Routings and BOM..................................................................................... 17

3.7 Activity Association Templates ................................................................................................... 20

3.8 Defining Asset Attribute Groups ................................................................................................. 22

3.9 Defining Asset Documents ......................................................................................................... 26

3.10 Defining Asset Numbers........................................................................................................... 27

3.11 Defining Asset Bills of Material ................................................................................................. 30

3.12 Defining Rebuildable Items....................................................................................................... 32

3.13 Defining Rebuildable Serial Numbers ....................................................................................... 33

3.14 Defining Rebuildable Bills of Material ....................................................................................... 34

3.15 Defining Asset Activity Association ........................................................................................... 35

3.16 Asset Numbers/Rebuildable Numbers Activation and De-activation ......................................... 37

3.17 View Asset Information............................................................................................................. 38

DPCL EAM USER TRAINING GUIDE Page 2 of 142

4 Preventive Maintenance Scheduling ............................................................................................. 41

4.1 Meters ........................................................................................................................................ 41

4.3 Preventive Maintenance Schedules............................................................................................ 53

5.1 EAM Work Orders ...................................................................................................................... 61

5.3 Define Inventory Material/Direct Items Requirements on Work Orders ....................................... 75

5.4 EAM Work Order Transactions................................................................................................... 79

6.1 Overview of Work Requests .................................................................................................... 112

6.2 Creating and Updating Work Requests.................................................................................... 113

6.3 Search Work Requests............................................................................................................ 116

6.4 Work Request Approval Process ............................................................................................. 116

7 EAM Work Order Approval Process ............................................................................................ 119

8 Failure Analysis ............................................................................................................................ 121

8.1 Failure Analysis Overview........................................................................................................ 121

8.2 Defining Failure Codes and Sets .............................................................................................. 121

8.3 Viewing and Analyzing Failure History Information ................................................................... 124

9 Asset Condition Monitoring ......................................................................................................... 128

9.1 Define Collection Elements and Collection Plans ..................................................................... 128

9.2 Enter Condition Monitoring Inspection Results......................................................................... 132

10 Notification to COMMTRAC for Equipment Shutdown............................................................. 134

11 View Enterprise Asset Management Reports ........................................................................... 138

DPCL EAM USER TRAINING GUIDE Page 4 of 142

1 Oracle Enterprise Asset Management Overview

1.1 Introduction and Scope

1.2 Overview of Oracle Enterprise Asset Management

DPCL EAM USER TRAINING GUIDE Page 5 of 142

2 Getting Started with Oracle Applications

2.1 Logging on to Application

1. Open Oracle Applications Login page

2. Enter User Name and Password

DPCL EAM USER TRAINING GUIDE Page 6 of 142

2.2 Select Responsibility

1. Click Enterprise Asset Management responsibility

3. Click Form function

DPCL EAM USER TRAINING GUIDE Page 7 of 142

DPCL EAM USER TRAINING GUIDE Page 8 of 142

Enterprise Asset Management responsibility is successfully opened with Navigator.

DPCL EAM USER TRAINING GUIDE Page 9 of 142

3.1 Define Maintenance Resources