EAM - Oracle Enterprise Asset Management Training Manual PDF

EAM – Oracle Enterprise Asset Management Training Manual Oracle EAM
1 CAPITAL WORKORDER PROCESS ..................................................................... 3

1.1.1 Planned Work Order ..................................................................................... 3
1.1.3 Un-Planned / Emergency Work Order.......................................................... 7
1.1.4 Approval – Workl Order ............................................................................. 11
1.1.6 Execution – Work Order.............................................................................. 13
1.1.8 Complete – Work Order .............................................................................. 16
1.1.10 Close Work Order ..................................................................................... 19
2 Re-buildable Work Order Process: ....................................................................... 21

2.1.1 Planned Work Orders ................................................................................. 21
2.1.3 Unplanned/Emergency Work Order Process .............................................. 25
2.1.5 Approval – Work Order .............................................................................. 29
2.1.7 Execution – Work Order.............................................................................. 31
2.1.8 Rebuildable Work Order– Replacement with Repaired /New Asset ............ 34
2.1.10 Execution - Work Order ............................................................................ 35
2.1.11 Complete – Work Order ............................................................................ 39
2.1.13 Closing Rebuildable Work Order............................................................... 42
3 Child Work Order Process .................................................................................... 44
4 Planned and Unplanned Work Order by Outside Third Party Service ................. 46
4.1 Planned Work Order – Capital / Rebuildable ....................................................... 46
4.1.2 Update - Work Order .................................................................................. 47
4.1.3 Approval - Work Order............................................................................... 49
4.1.4 Execution - Work Order .............................................................................. 49
4.1.5 Complete - Work Order .............................................................................. 49
4.3 Unplanned Work Order – Capital / Rebuildable .................................................... 50
5 Request Process .................................................................................................... 51

5.1.1 Creation – Work Request ............................................................................ 51
5.1.3 Approval – Work Request ........................................................................... 55
5.1.5 Review Work Request Notification.............................................................. 57
5.1.6 Work Order from Work Request Process ..................................................... 58
6 Inspection RESULT OFFLINE .............................................................................. 63
7 Reports ................................................................................................................. 66
1 CAPITAL WORKORDER PROCESS

1.1.1 PLANNED WORK ORDER
Forecast Work Orders

- Forecast Planning should run to identify the scheduled expected Work Order for the specific horizon
Navigation: **** EAM Superuser >Work Order Planning>Maintenance Workbench
Process Steps
Step 1: Open Maintenance Workbench Form
Step 2: Maintenance Workbench will open
Step 3: Optionally select “Asset Number” and Click “Launch” button, or else without select “Asset Number”
click “Launch” button
Step 4: Click left side Third Tab

Step 5: Click “Forecast Work”
Step 6: Click “All Assets”
-All Assets Numbers will display, can optionally click on specific Asset Number to identify the expected work
order scheduled start date
Step 7: Enter “No. of Days” in Horizon field. For Example 365, schedule will display the expected work orders
for next 365 days
Step 8: Click “Run” button
Step 9: Forecasted Work Order for next 365 days will display on the Screen
Step 10: To create Work Order, Click “Select” button for the corresponding Asset Number, Activity, and
Suggested Start Date
Step 11: Click “Implement” to Create Work Order for selected System suggested Scheduled Activity
Step 12: Confirmation message will display
Step 13: Click left side First Tab

Step 14: Results (Capital) screen will open. Click “All Assets”
Step 15: Click on specific “Asset Number” to identify the system created Work Order Number
1.1.3 UN-PLANNED / EMERGENCY WORK ORDER
Create Work Order:

Navigation: **** Maintenance Superuser>Home
Process Steps
Step 1: Select Organization “DMR”

*Note: Select respective Organization Name from List of Values
Step 2: Click “Go”
Step 3: Select “Work Order” tab
Step4: To update Create Work Order-Enter Work Order Number in “Work Order” field, Click “Go” and Click
“Update Work Order”. If Need to Create New Work Order, skip this step and proceed further to Step 5
Step 5: Click “Create Work Order” button
Step 6: Select “Asset Number “from List of Value. Asset Number can be “Capital” or “Rebuildable”
Step 7: Select “Activity code” to execute the Maintenance
Step 8: Alternatively select WIP Accounting class (Cost code). WIP Accounting class will be defaulted from
Asset Activity
Step 9: Firm “No”
Step 10: Select “Work Order Type”
*Note: Work Order Release Approver configured based on Work Order and Activity Type
Step 11: Select “Shutdown Type” to stop the Asset to execute the Maintenance
Step 12: Optionally change the Schedule Start date
Step 13: Click “Additional Details”
Step 14: Select “Activity Type”
Step 15: Optionally select “Activity Source”

Step 16: Enable Material Issue Request “Yes”
Step 17: Planned “No”. Default value is “No” for Unplanned /Emergency Work orders. During execution of
Child unplanned work orders for the Planned Activity, select Planned as “Yes”
Step 18: Click “Save” button
Step 19: Click “Operation Requirements”

Step 20: Enter the Operation Sequence, Operation description, Department, Resource and Qty required
Step 21: If need, can select the existing Standard Operations. Click “Standard Op”List of Values and Click
“Quick Select”
Step 22: Click “Material Requirements”

Step 23: Enter the Operation Sequence Number and select as “Stocked Inventory”, Item code and Qty
Step 24: Alternatively Click “Copy from Asset BOM” to select the Item Code from Bill of Material
Click Copy from

Click
Asset BOM to
Copy to
select Item
Asset
BOM
Step 25: Asset BOM screen will open. Select the Required Material
Step 26: Click “Apply” button
Step 27: Optionally select “Copy to Asset BOM” and Click “Go” to Copy Item code to Asset BOM
Step 28: Click “Apply” button on Work Order Screen
Step 29: Work Order updated successfully and Open the “Work Order”
Step 30: Click “Estimate” ”View Costs” to find the Estimated value
Step 31: Change Work Order Status as “Released” and Click “Apply” button to Release
-Work Order in Released – Pending Status. Work Order forwarded to the Approver to Release
*Note: Work Order will be forwarded for Release Approval or else Auto Released according to the Work
Order Type and Activity Type
1.1.4 APPROVAL – WORKL ORDER
First Approval:
Navigation: Oracle Application Home Page>Work list
Process Steps
Step 1: Login to the Application
Step 2: Work Order needs for Approval will be notified on Home page
Step 3: Click the “Notification”
Work Order
Estimated Cost
Click to View
Work Order
Details
Step 4: Take Actions as Required. The following actions are available
Approve:
Approve the Work Order to Execute the Maintenance Activity and notified to the Requestor
Reject:
Reject the Work Order and it will be notified to the Requestor as Rejected
Reassign:
If there is need to resend the Work Order to the person to review and take necessary action
Step 5: In this case consider Work Order approved. Click “Approve”
Second Approval:
Process Steps
Click to View
Work Order
Details
Approve:
Reject:
Reassign:

1.1.6 EXECUTION – WORK ORDER

-Approved Work Order released for execution will notify the work order creator
-During Work Order execution Material (Stockable Item) should be available in sub stores. Stock
replenishment in sub stores should be done through the existing Phase 1 Inventory Process
Process Steps
Step 3: Select Work Orders Tab
Step 4: Enter “Work Order Number”
Step 6: Click “Debrief Work Order”
Step 7: Work order transaction screen will open

Step 8: Click Resource Reporting button
Step 9: Select Resource and enter “Actual Duration” of standard operation
Step 10: Optionally select “Complete” check box
*Note: Once completed, not able to revert back
Step 11: Click Material “Reporting” button

Step 12: Select Material, enter “Qty” to be issued and select issue “Subinventory”
*Note: Material should be issued from Substores

Complete
Operation
Step 13: Click “Apply” button to Transact
Confirmation Message

Step 17: Click “Work Order Number Link”
Step 18: Click “Estimate” to calculate Actual cost of Work Order

Step 19: Click “View Costs” to view Estimated, Actual and Variance Cost
Work Order Cost details shows Estimated, Actual and Variance Cost
1.1.8 COMPLETE – WORK ORDER

-After execution of work order, it should be completed with Actual Start Time and Actual End Time
Process Steps

Step 7: Click “Complete Work Order” button
Step 8: Complete Work Order screen will open

Step 9: Select Completion status as “Complete”
Step 10: Enter Actual Start Date and Time
Step 11: Enter Actual End Date and Time
Step 12: Select Reconciliation code as “COMPLETED”
Step 13: Select Equipment Shutdown Status “Y or N”
*Note: Mention Root Asset (Ex. Dredger) need to stop for work order execution
Step 14: Enter the Meter Reading

Step 15: Select relevant “Failure Code” “Cause Code” ”Resolution Code”
Step 16: Enter Failure Date and Time
*Note: Failure Date and Time should be same as Actual Start Date and Time as entered in Step 10
Step 17: Click “Apply” to Complete Work Order
Work Order Status changed to “Complete”

Work Request Status changed to “Complete” after Work Order “Complete”

1.1.10 CLOSE WORK ORDER

-Work Order Close is the Final Stage
Capital Work Order
Navigation: **** EAM Superuser>Work Orders>Close Work Orders
Process Steps

Step 2: Close Work Orders screen will open
Step 4: Click “Find”
Step 5: Go to “Tools”
Step 6: Select “Close Work Orders”
Step 7: Work Order Closed

2 RE-BUILDABLE WORK ORDER PROCESS:

2.1.1 PLANNED WORK ORDERS
- Forecast Planning should run to identify the scheduled expected Work Order for the specific horizon
Navigation: **** EAM Superuser>Work Order Planning>Maintenance Workbench
Process Steps
Step 1: Open Maintenance Workbench Form
Step 2: Maintenance Workbench will open
Step 3: Select “Rebuildable” and Click “Launch” button, or else enter “Rebuildable Number” click “Launch”
button
Step 4: Click left side Third Tab

Step 5: Click “Forecast Work”
Step 6: Click “All Rebuildable”
-All Rebuildable Asset Numbers will display, can optionally click on specific Asset Number to identify the
expected work order scheduled start date
Step 7: Enter “No. of Days” in Horizon field. For Example 365, schedule will display the expected work orders
for next 365 days
Step 8: Click “Run” button
Step 9: Forecasted Work Order for next 365 days will display on the Screen
Step 10: To create Work Order, Click “Select” button for the corresponding Asset Number, Activity, and
Suggested Start Date
Step 11: Click “Implement” to Create Work Order for selected System suggested Scheduled Activity
Step 12: Confirmation message will display
Step 13: Click left side Second Tab

Step 14: Results (Rebuildable) screen will open. Click “All Assets”
Step 15: Click on specific “Asset Number” to identify the system created Work Order Number
2.1.3 UNPLANNED/EMERGENCY WORK ORDER PROCESS
Creation – Work Order

Process Steps
Step4: To update Create Work Order-Enter Work Order Number in “Work Order” field, Click “Go” and Click
“Update Work Order”. If Need to Create New Work Order, skip this step and proceed further to Step 5
Step 6: Select “Asset Number “from List of Value. Asset Number can be “Capital” or “Rebuildable”
Step 8: Alternatively select WIP Accounting class (Cost code). WIP Accounting class will be defaulted from
Asset Activity


“Quick Select”

Click Copy from

Click
Asset BOM to
Copy to
select Item
Asset
BOM
2.1.5 APPROVAL – WORK ORDER
First Approval:
Process Steps
Work Order
Estimated Cost
Click to View
Work Order
Details
Approve:
Reject:
Reassign:
Second Approval:
Process Steps
Click to View
Work Order
Details
Approve:
Reject:
Reassign:

2.1.7 EXECUTION – WORK ORDER

-Approved Work Order released for execution will notify the work order creator
-During Work Order execution Material (Stockable Item) should be available in sub stores. Stock
replenishment in sub stores should be done through the existing Phase 1 Inventory Process
Process Steps



Step 12: Select Material, enter “Qty” to be issued and select issue “Subinventory”
*Note: Material should be issued from Substores

Complete
Operation

Step 18: Click “Estimate” to calculate Actual cost of Work Order

Step 19: Click “View Costs” to view Estimated, Actual and Variance Cost
Work Order Cost details shows Estimated, Actual and Variance Cost
2.1.8 REBUILDABLE WORK ORDER– REPLACEMENT WITH REPAIRED /NEW ASSET
-To replace with Repaired / New Rebuildable Asset, should create Work Order for Parent Capital Asset
Number
-Rebuildable Asset Serial Number should be issued to the Parent Capital Asset Number Work Order
Step 1: Create Capital Work Orders from Forecast Work Orders Process Id.3.1.0.
Step 2: Create Rebuildable Work Orders from Forecast Work Orders Process Id.4.1.1.
Step 3: Follow the steps to approve the Work Order Process Id.3.1.3
Step 4: Follow below steps to Execute Work Order
2.1.10 EXECUTION - WORK ORDER
-Approved Work Order released for execution would notify the work order creator
-During Work Order execution Material (Rebuildable Asset, Stockable Item) should be available in sub stores.
Stock replenishment in sub stores should be done through the existing Phase 1 Inventory Process
Process Steps


Step 12: Select Material, enter “Qty” to be issued and select issue “Subinventory” .Su
*Note: Subinventory should be “R-Item” for Repaired Rebuildable Asset and “DECK” for New Rebuildable
Asset. Material should be issued from Substores
Step 13: Select From and To Rebuildable Serial Number to be issued

Removing Rebuildable Asset from Parent:
Process Steps
Step 3: Select Assets Tab
Step 4: Enter “Asset Number”
Step 6: Click on View and select “Configuration History” and click on GO.
Step 7: Click on Update Icon.
Step 8: Select the “Subinventory” name
Step 9: Click on “Remove Details”.

Confirmation message is Displayed:
Step 10: Click on “Apply” to send back the Removed Rebuildable Item into “WMS” Subinventory.
We get the Confirmation stating that “Child 26033 has been successfully updated”.
2.1.11 COMPLETE – WORK ORDER

-After execution of work order, it should be completed with Actual Start Time and Actual End Time
Process Steps
Step 7: Click “Complete Work Order” button
Step 8: Complete Work Order screen will open

Step 9: Select Completion status as “Complete”
Step 10: Enter Actual Start Date and Time
Step 11: Enter Actual End Date and Time
Step 12: Select Reconciliation code as “COMPLETED”
Step 13: Select Equipment Shutdown Status “Y or N”
*Note: Mention Root Asset (Ex. Dredger) need to stop for work order execution
Step 14: Enter the Meter Reading

Step 15: Select relevant “Failure Code” “Cause Code” ”Resolution Code”
Step 16: Enter Failure Date and Time
*Note: Failure Date and Time should be same as Actual Start Date and Time as entered in Step 10
Step 17: Click “Apply” to Complete Work Order

Work Order Status changed to “Complete”
Work Request Status changed to “Complete” after Work Order “Complete”

2.1.13 CLOSING REBUILDABLE WORK ORDER
Navigation: **** EAM Superuser>Work Orders>Close Rebuildable Work Orders
Process Steps

Step 2: Close Work Orders screen will open
Step 3: Select “Rebuildable” Check box and Enter “Work Order Number”
Step 4: Click “Find”
Step 5: Go to “Tools”
Step 6: Select “Close Work Orders”
Step 7: Work Order Closed

3 CHILD WORK ORDER PROCESS

-Child Work Order should be completed before completion of Parent Work Order
-Execution of Child Work Order as same as Parent Work Order
Process Steps
Step 7: Work Order Screen will open

Step 8: Click “Work Relationships” tab
Step 9: Select “Work Order Number” in “Work Relationships”
Step 10: Click “Update Work Hierarchy”
Step 11: Update Work Hierarchy screen will open

Step 12: Click “Create Child Work Order” and Click “Go”
Step 13: Child Work Order created and Assigned to Parent Work Order
Child Work Order

created for Parent
Work Order
4 PLANNED AND UNPLANNED WORK ORDER BY OUTSIDE THIRD PARTY SERVICE
4.1 Planned Work Order – Capital / Rebuildable
Step 1: Create Capital Work Orders from Forecast Work Orders Process Id.3.1.1.
Step 2: Create Rebuildable Work Orders from Forecast Work Orders Process Id.4.1.1.
Step 3: Follow below steps to Update Work Order to Release
4.1.2 UPDATE - WORK ORDER
Process Steps
Step4: To update Created Work Order-Enter Work Order Number in “Work Order” field, Click “Go” and
Click “Update Work Order”.
Step 5: Click “Update Work Order” button

Step 9: Optionally Select “Activity Type”

Step 14: Enter the Operation Sequence Number and select as “Description Direct”, for Outside Service Order
Step 15: Enter the Problem description to mention in Service Order
Step 16: Optionally select “Supplier” and “Price”
Step 17: “Auto Material Request” should be “Yes“
Select Description
Direct for Outside
Service
Enter Service Price
4.1.3 APPROVAL - WORK ORDER
Step 1: Follow Work Order Release Approval Process Id. 3.1.3.
4.1.4 EXECUTION - WORK ORDER
-After Work Order Released, system will create Purchase Requisition

-Follow Phase 1 Purchasing Process to proceed Purchasing Requisition and Purchase Order process
-Follow Phase 1 Inventory Process to make GRV for Approved Purchase at “SUB STORES”
4.1.5 COMPLETE - WORK ORDER
Step 1: Follow Work Order Complete Process Id. 3.1.5.

4.3 Unplanned Work Order – Capital / Rebuildable
Step 1: Follow Creation of Work Orders Process Id.3.1.0.

Step 3: Follow Approve-Work Order Process Id 6.1.3
Step 4: Follow Execution-Work Order Process Id 6.1.4
Step 5: Follow Complete-Work Order Process Id 6.1.5
5 REQUEST PROCESS
5.1.1 CREATION – WORK REQUEST
Process Steps
Step 3: Select “Work Request” tab

Step 4: Click “Create Work Request”
Step 5: Work Request screen will open

Step 6: Select “Asset Number” from List of Values. Sub screen will open to select “Asset Number”
*Note: “Asset Number” can be “Capital” or “Rebuildable”
Step 7: Click “Quick Select”
Screen shows both Capital

and Rebuildable Assets
Numbers
Step 8: Select “Priority Type”

Step 9: Assigned Department will automatically appear, if already defined in Asset Number definition
Process Id.4.8.0
Step 11: Enter the Description of the Maintenance
Step 12: Select “Notification User”. To notify the User after Work Request approved to create Work Order
Step 14: Optionally Click “Add” to Attachment

*Note: Attachments can be added after Work Request saved
Step 15: Once click “Add” button, sub screen will open
Step 16: Optionally Enter the Tile and Description of Attachment

Step 17: Add attachments in “File” or “Url” “Text” format
Step 19: Click “Apply” button in Work Request Page to forward for Approval
Step 20: Work Request in “Open” status. Work Request forwarded to the Respective Department Approvers
defined in Process Id.4.17.0
5.1.3 APPROVAL – WORK REQUEST
Process Steps
Step 2: Work Request needs for Approval will be notified on Home page
Awaiting Work Order:

Approve the Work Request to Execute the Maintenance Activity and notified to the Requestor and
Notification user
Reject:
Reject the Work Request and it will be notified to the Requestor and Notification user as Rejected
Reassign:
If there is need to resend the Work Request to the person to review and take necessary action
Request Information:
The Work Request will be returned to Requestor with the question to reply for more information.
Step 5: In this case consider Work Request approved. Click “Awaiting Work Order”
Step 6: Work Request in “Awaiting Work Order” status and can convert into Work Order or Assign into
existing
Work Order
5.1.5 REVIEW WORK REQUEST NOTIFICATION

Step 1: Login as Notification User as mentioned in Work Request

Step 2: Click Notification to see details
Step 3: Review the Notification and Click “OK”

5.1.6 WORK ORDER FROM WORK REQUEST PROCESS
-Approved Work Request would be converted to Work order to execute the Maintenance
-Work Request created by Technical Marine, would be converted to Work Order by Technical Services to
execute Maintenance
Process Steps
Step 3: Select “Work Orders” tab

Step 4: Select “Requests” sub tab
Step 5: Enter Approved Requisition Number

Step 6: Click “Go” button
Step 7: Work Request summary screen will open
Step 8: Optionally click “Attachments” to view
Step 10: Work Order number created from Work Request.
*Note: Asset Number, Department, Problem Description, Priority will be fetched from Work Request
Information



“Quick Select”

Click Copy from

Click Asset BOM to
Copy to
select Item
Asset
BOM
6 INSPECTION RESULT OFFLINE
Enter Quality Results:

Navigation: Quality Superuser > Results > Entry > Enter Quality Results
Process Steps
Step 1: Select “Collection Plan” from the List of Values or Click on Find Plan Button to select.
Step 2: Under “Results” select “Asset Numbers” from the List of Values.
Step 3: Move the Scroll bar to the right side of the form.
Step 3: Enter the Quality Results in the Respective Fields.
Step 4: Save.
7 REPORTS
Navigation: **** MAINTENANCE-Clerk >Reports
Process Steps
Run “individually listed below” Reports.
No Report Description
Report shows the Expected Scheduled Released Work Order
****: High level Maintenance Plan
1 Number with Material, Man Power details for the provided
Report- with details
horizon days
****: High level Maintenance Plan Report shows the Expected Scheduled Released Work Order
2
Report Number with Start and End date
****: Asset Bill of Materials Report shows the Asset Bill of Materials for Individual Asset
3
Report Groups and Asset Number
****: Overview of Performed Report shows the executed Maintenance activity and consumed
4 Activities and Consumed resources ie.Materials with quantity ,Man power with duration
Resources Report and Tools with duration
Report shows the progress of Parent and Child work order details
5 ****: Work order Progress Report
with variance
****: List of required resources Report shows the List of Required Resources.
6
Report i.e.Material,Labour,Tools etc to perform the Maintenance Activity
Report shows the Standard rate of Maintenance Activity for 3
7 ****: Standard Job cost report
years
****: Asset failure summary Report shows the Asset Mean Time Between Failure , Mean Time
8
report to Repair and Failure count
Report shows the Asset Failure Details with Failure Code, Cause
9 ****: Asset failure details report
Code, Resolution Code with Failure Comments
****: Performance history Report shows the Total Work Order duration and Total shut down
10
summary report duration for individual Asset
****: Performance history details Report shows the detailed work order duration with variance and
11
report last work order information
****: Work order cost summary
12 Report shows the total work cost for individual Asset
report
****: Work order cost details Report shows the work order level detailed cost for individual
13
report Asset and Work Order
Report shows the Asset Warranty Details .i.e. Service Provider,
14 ****: Asset warranty details report
Expiration date etc
****: Work order schedule and Report shows the work order count, completed within schedule
15
duration compliance report duration
****: Planned and emergency Report shows the work order count according to the type of
16
maintenance KPI report Maintenance Activity
****: Asset frequent failure Report Shows the Asset Failure Details with Failure Code, Cause
17
history report Code, Resolution Code with Frequent Failure Count
Report shows the latest Inspection findings results of Asset

18 ****: Inspection Findings report
Number
****: Variance between estimated
19 Report shows the value of Estimated and Actual Material
and actual material consumption
Maintenance Work Order Details Report shows the work order details with Standard
20
Report operation,Material,Labor etc
Generation Illustration
Step 1: Select the “New Request” and Click on find icon.
Step 2: A Popup window opens.

Step 3: Select Report Name by clicking on “Quick Select”
Once you select the report from the List of values the page will look like below.
Step 4: Click on Next Button.

Setp 5: As per the needs we can enter the search criteria to restrict out report to a particular group.
(eg: Enter only the Asset Number to generate a report only for that particular Asset Number only.)
Step 6: Click on Next.


Step 10: Review all the selection criteria once for all and click on “Submit”.
We will get a confirmation message as below.
Step 11: Click on “OK”.
Step 12: Click on the “Output”.

Report Output

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EAM – Oracle Enterprise Asset Management Training Manual Oracle EAM

EAM – Oracle Enterprise Asset Management Training Manual Oracle EAM

1 CAPITAL WORKORDER PROCESS ..................................................................... 3

2 Re-buildable Work Order Process: ....................................................................... 21

3 Child Work Order Process .................................................................................... 44

4.3 Unplanned Work Order – Capital / Rebuildable .................................................... 50

5 Request Process .................................................................................................... 51

6 Inspection RESULT OFFLINE .............................................................................. 63

1 CAPITAL WORKORDER PROCESS

Forecast Work Orders

Navigation: **** EAM Superuser >Work Order Planning>Maintenance Workbench

Step 4: Click left side Third Tab

Step 12: Confirmation message will display

Step 13: Click left side First Tab

1.1.3 UN-PLANNED / EMERGENCY WORK ORDER

Create Work Order:

Step 1: Select Organization “DMR”

Step 5: Click “Create Work Order” button

Step 15: Optionally select “Activity Source”

Step 18: Click “Save” button

Step 19: Click “Operation Requirements”

Step 22: Click “Material Requirements”

Click Copy from

Step 26: Click “Apply” button

1.1.4 APPROVAL – WORKL ORDER

Step 4: Take Actions as Required. The following actions are available

Step 5: In this case consider Work Order approved. Click “Approve”

Step 4: Take Actions as Required. The following actions are available

Step 5: In this case consider Work Order approved. Click “Approve”

1.1.6 EXECUTION – WORK ORDER

Navigation: **** Maintenance Superuser>Home

Step 6: Click “Debrief Work Order”

Step 7: Work order transaction screen will open

*Note: Once completed, not able to revert back

Step 11: Click Material “Reporting” button

*Note: Material should be issued from Substores

Step 13: Click “Apply” button to Transact

Step 14: Select Work Orders Tab

Step 18: Click “Estimate” to calculate Actual cost of Work Order

1.1.8 COMPLETE – WORK ORDER

Navigation: **** Maintenance Superuser>Home

*Note: Select respective Organization Name from List of Values

Step 2: Click “Go”

Step 7: Click “Complete Work Order” button

Step 8: Complete Work Order screen will open

Step 14: Enter the Meter Reading

Step 17: Click “Apply” to Complete Work Order

Work Order Status changed to “Complete”

Work Request Status changed to “Complete” after Work Order “Complete”

1.1.10 CLOSE WORK ORDER

Capital Work Order

Navigation: **** EAM Superuser>Work Orders>Close Work Orders

Step 1: Select Organization “DMR”

Step 7: Work Order Closed

2 RE-BUILDABLE WORK ORDER PROCESS:

Navigation: **** EAM Superuser>Work Order Planning>Maintenance Workbench

Step 4: Click left side Third Tab

Step 12: Confirmation message will display

Step 13: Click left side Second Tab

2.1.3 UNPLANNED/EMERGENCY WORK ORDER PROCESS

Creation – Work Order

Step 5: Click “Create Work Order” button

Step 15: Optionally select “Activity Source”