To set up activities using the Activity Workbench:You can use a central workbench to manage your organization's activity functions. Using the Activity Workbench, you can view, create (See: Defining Activities), query, and manage all of your activities. From this central workbench, you can view, create, and update maintenance routes, maintenance BOMs, Preventive Maintenance schedules, and suppressions associated with your activities. You can create various copy functions within a single activity, across multiple Activities, as well as between work orders and activities or asset activity associations. You can view or update Last Service for the asset activity association, as well as view cost estimates for the activity. These copy functions save time and standardize processes across your organization.
This section includes the following topics:
There are three methods you can use to create an activity:
Within the Master Activity (Master Item) window.
From the Activity Workbench.
Within a maintenance work order.
To set up activities using the Activity Workbench:Navigate to the Activity Workbench window.
Click the Launch button.
To create an activity, select New.
Enter an Activity Name.
Enter an Activity Description.
Choose an activity Template. This automatically links the properties associated with an activity. The @Activity template is created for you. You can create your own Activity Templates, as well.
Within the Activity Properties region, optionally select an Activity Type (See: Activity Types). The value defaults from the Template properties above.
Within the Activity Properties region, optionally select an Shutdown Type. The Shutdown Type is user defined, and indicates whether an activity shutdown is required. For example, the Shutdown Type can refer to whether the Asset Activity association shutdown is required before the activity is performed. The value defaults from the Template properties above. This field is for information purposes.
Within the Activity Properties region, optionally select an Activity Cause (See: Activity Causes). The value defaults from the Template properties above.
Within the Activity Properties region, optionally select an Activity Source (See: Activity Sources). The value defaults from the Template properties above.
The Activity Notification check box is informational until a future release.
You can optionally create an activity by copying it from another activity or a work order. Within the Copy Options region, select the entity to copy information from. Valid values are Activity and Work Order. If you select Activity, the values within the Activity region are relevant, and the values within the Work Order region are irrelevant. If you select Work Order, the values within the Work Order region are relevant, and the values within the Activity region are irrelevant.
Within the Activity region, if Activity is populated in the Copy From field, optionally select an Activity name. This is the activity from which you are copying.
Within the Activity region, if Activity is populated in the Copy From field, optionally select the BOM check box to indicate that the Maintenance Bill of Material, associated with the current activity within the Activity region, copies to the new Activity Name.
For example, in the screen shot, the Maintenance Bill of Material, associated with the 3000 Mile Truck Maint, copies to Oil Change.
Within the Activity region, if Activity is populated in the Copy From field, optionally select the Routing check box to indicate that the routings associated with the current activity within the Activity region copies to the new Activity Name.
For example, in the screen shot, routings that are associated with the 3000 Mile Truck Maint copy to Oil Change.
Within the Activity region, if Activity is populated in the Copy From field, select All or None from the Association list of values.
All: All asset and rebuildable associations related to the current activity within the Activity region copy to the new activity.
None: No asset and rebuildable associations related to the current activity within the Activity region copy to the new activity.
Within the Work Order region, if Work Order is populated in the Copy From field, select an existing maintenance work order.
Within the Work Order region, if Work Order is populated in the Copy From field, select All or None from the Operation list of values.
All: All operations associated with the current work order, populated in the Work Order field, copy to the new activity.
None: No operations associated with the current work order, populated in the Work Order field, copy to the new activity.
Within the Work Order region, if Work Order is populated in the Copy From field, select All, Issued, or None from the Material list of values.
All: All material associated with the current work order, populated in the Work Order field, copies to the new activity.
Issued: Material issued to the current work order, populated in the Work Order field, copies to the new activity.
None: No material associated with the current work order, populated in the Work Order field, copies to the new activity.
Within the Work Order region, if Work Order is populated in the Copy From field, select All, Issued, or None from the Resource list of values.
All: All resources associated with the current work order copy to the new activity.
Issued: Resources issued to the current work order copy to the new activity.
None: No resources associated with the current work order copy to the new activity.
Within the Work Order region, if Work Order is populated in the Copy From field, select None, Current, or All from the Association list of values.
None: No Assets and Rebuildables, associated with the current work order, associate with the new activity.
Current: An Asset and/or Rebuildable, associated with the current work order, associates with the new activity.
All: All Assets and/or Rebuildables, associated with the current work order's activity, associate with the new activity.
Save your work.
After saving, the new activity is automatically assigned to the current organization.
The Activity Workbench enables you to manage all of your organization's activity functions. Before launching the Activity Workbench, you can narrow your data selection; the Activity Workbench provides a query capability as you enter the Activity Workbench. The top portion of the window enables you to query by Asset Type, Asset Number, Asset Group, Area, Asset Category, Owning Department, and provides you the choice of including child assets within asset hierarchies. The bottom portion of the window enables you to query by activity, Activity Type, Activity Source, Shutdown Type, and Activity Cause. You can also select data that is between specified effective dates.
To navigate the Activity Workbench:Navigate to the Activity Workbench window.
Optionally narrow your data selection by selecting criteria within the Activity Workbench window.
If you make selections, you can view those selections after you launch the Activity Workbench.
Choose Launch.
Optionally select the Results (Capital) tab.
Optionally expand the Results (Capital) folder.
Optionally expand the All Assets folder to display all asset number, based on your chosen selection criteria.
You can select an asset and view related activity information within the corresponding Activity Associations window. Within the corresponding Activity Associations window, you can associate activities with the current asset.
Optionally expand the Assets with Activities folder to display all asset number that are currently associated with one or more activities, based on your chosen selection criteria.
You can select an asset and view its related activity information within the corresponding Activity Associations window. Within the corresponding Activity Associations window, you can view, create, or update preventive maintenance schedule definitions, create or update Suppression definitions, view or update last service information, view the parts list, and view or update the maintenance routing.
You can also view Work Order Default information such as:
Activity Cause: Defaults from the Activity definition, specifying what situation caused this work to generate. For example, Breakdown, Vandalism, Normal Wear, or Settings.
Activity Type: Defaults from the Activity definition, indicating the type of maintenance activity to perform for this activity, and is used during job definition.
This code should remain generic, and should not describe the job in detail. For example, Inspection, Overhaul, Lubrication, Repair, Servicing, or Cleaning. Optionally, you can select an activity type.
Tagging Required: Select this check box to indicate whether tag out procedures are required.
The area may need securing for operations required for carrying out a work order. Tags are generally printed and placed on an asset, warning the plant that the asset is shutdown, and should not be started. This check box helps the planner isolate those jobs that require a tagout. This is for informational purposes.
Owning Department: Defaults from the asset number definition and indicates a planner or supervisor who is responsible for the activity or y or asset.
Shutdown Type: This value defaults from the Master Activity information that was created within the Master Item window. This option indicates whether a shutdown is necessary to perform this maintenance activity, for example, Required or Not Required. This field is for informational purposes.
WIP Accounting Class: Defaults from the eAM Parameters information for the current organization; you can update this value.
Activity Source: This value defaults from the Master Activity information created in the Master Item window. Activity source codes are the reasons why activities are executed, for example, Warranty Compliance, OSHA Compliance, or Military Specification Requirements.
Work Order Type: Select a value to differentiate work orders. For example, Routine, and Rebuild. Maintenance management can use this information to sort and monitor work activity for reporting and budgeting.
Planner: Select a planner to be assigned to the work order.
Firm: Select to indicate the work order is to be firmed and planning and scheduling will not automatically adjust the schedule, regardless of material or resource availability.
Planned: Select to indicate that this is a planned order.
Notification: Select if a notification is to be generated.
Optionally expand the Routes folder to display all asset routes that are currently associated with one or more activities, based on your chosen selection criteria.
You can select an asset route and view related activity information within the corresponding Activity Associations window.
Optionally select the Results (Rebuildable Inventory) tab.
Optionally expand the Results (Rebuildable Inventory) folder.
Optionally expand the All Rebuildables folder.
Optionally expand the Serialized folder to display all Rebuildable Serial Numbers, based on your chosen selection criteria, within the Activity Workbench window.
You can select a Rebuildable Serial Number and view related activity information within the corresponding Activity Associations window. Within the corresponding Activity Associations window, you can associate activities to the current Rebuildable Serial Number.
Optionally expand the Non-serialized folder to display all Non-serialized Rebuildables, based on your chosen selection criteria, within the Activity Workbench window.
You can select a Non-serialized Rebuildable and view related activity information within the corresponding Activity Associations window. Within the corresponding Activity Associations window, you can associate activities to the current Serialized Non-rebuildable.
Optionally select the Rebuildables with Activities folder.
Optionally expand the Serialized with Activities folder to display all Rebuildable Serial Numbers that are currently associated with one or more activities, based on your chosen selection criteria, within the Activity Workbench window.
You can select a rebuildable serial number and view related activity information within the corresponding Activity Associations window. Within the corresponding Activity Associations window, you can create or update preventive maintenance schedule definitions, create or update Suppression definitions, view or update last service information, view the parts list, view or update the maintenance routing, and view cost estimations for a rebuildable serial number and activity combination.
Optionally expand the Non-serialized with Activities folder to display all non-serialized rebuildables that are currently associated with one or more activities, based on your chosen selection criteria, within the Activity Workbench window.
You can select a non-serialized rebuildable and view related activity information within the corresponding Activity Associations window. Within the corresponding Activity Associations window, you can create or update preventive maintenance schedule definitions, create or update Suppression definitions, view or update last service information, view the parts list, view or update the maintenance routing, and view cost estimations for a non-serialized rebuildable and activity combination.
Optionally select the Results (Activities) tab.
Optionally expand the All Activities folder to display all valid activities, based on your chosen selection criteria, within the Activity Workbench window.
You can select an activity and view its related activity information within the corresponding Activity Associations window, if an association exists. You can associate an asset number with the current, selected activity using the corresponding Activity Associations window. You can select an activity within the Activity Workbench pane, and then view its related information within the corresponding Activity Associations window. For a selected activity, you can create a new activity, create or update its associated Maintenance Routing, create or update the associated maintenance BOM, and view cost estimations.
Optionally expand the Activities with Association folder to display all activities that are associated with an asset number, based on your chosen selection criteria, within the Activity Workbench window.
You can select an activity within the Activity Workbench pane, and then view its related information within the corresponding Activity Associations window. For a selected activity, you can create a new activity, create or update its associated maintenance routing, create or update the associated maintenance BOM, and view cost estimations.
To create or update a PM schedule definition:You can view, create or update a Preventive Maintenance (PM) Schedule definition for activity and asset number, and activity and asset route combinations.
Within the Activity Workbench pane, select any one of the three tabs: Results (Capital), Results (Rebuildable Inventory), or Results (Activities).
If you selected Results (Capital), expand either the Assets with Activities or Routes folders, then select an asset number or route, respectively.
You cannot create or update a PM Schedule definition for an asset number that is not associated with an activity.
If you selected Results (Rebuildable Inventory), expand the Rebuildables with Activities folder, expand either the Serialized with Activities or Non-serialized with Activities folder, then select a serialized or non-serialized rebuildable, respectively.
You cannot create or update a PM Schedule definition for an asset number that is not associated with an activity.
If you selected Results (Activities), expand the Activities with Association folder, then select an activity.
Choose Preventive Maintenance.
The PM Schedules window displays all PM Schedule definitions for the current activity and asset number, or activity and asset route combination.
Optionally choose New to create a new PM Schedule definition.
Optionally choose Last Service Information to create or update Last Service Information.
Optionally choose Suppression to create or update a suppression definition, associated with the current activity and asset number, or activity and asset route combination.
Optionally select a PM Schedule definition, and then choose Open to view its details.
Close the window.
Save your work.
To create or update an activity suppression:You can view, create, or update suppression definitions for activity and asset number, or activity and asset route combinations.
Within the Activity Workbench pane, select any one of the three tabs: Results (Assets), Results (Rebuildables), or Results (Activities).
If you selected Results (Assets), expand either the Assets with Activities or Routes folders, then select the asset number or route, respectively.
You cannot create or update a suppression definition for a asset number that is not associated with an activity.
If you selected Results (Rebuildables), expand the Rebuildables with Activities folder, expand either the Serialized with Activities or Non-serialized with Activities folder, then select a serialized or non-serialized rebuildable, respectively. You cannot create or update a suppression definition for a asset number that is not associated with an activity.
If you selected Results (Activities), expand the Activities with Association folder, then select an activity.
Choose Suppression.
Add or update the Suppression Activity associated with the current activity.
Save your work.
To view or update last service information:You can view or update last service information for activity and asset number, or activity and asset route combinations.
Within the Activity Workbench pane, select any one of the three tabs: Results (Assets), Results (Rebuildables), or Results (Activities).
If you selected Results (Assets), expand either the Assets with Activities or Routes folders, then select the asset number or route, respectively.
If you selected Results (Rebuildables), expand the Rebuildables with Activities folder, then expand either the Serialized with Activities or Non-serialized with Activities folder, and finally select a Serialized or Non-serialized Rebuildable, respectively.
If you selected Results (Activities), expand the Activities with Association folder, then select an activity.
Choose Last Service to view or update last service information.
Save your work.
To view estimated cost information:You can view estimated cost information for an activity. Estimating activity costs is often necessary for planning and budgeting purposes.
Within the Activity Workbench pane, select any one of the three tabs: Results (Assets), Results (Rebuildables), or Results (Activities).
If you selected Results (Assets), expand either the Assets with Activities or Routes folders, then select the asset number or route, respectively.
If you selected Results (Rebuildables), expand the Rebuildables with Activities folder, then expand either the Serialized with Activities or Non-serialized with Activities folder, and finally select a Serialized or Non-serialized Rebuildable, respectively.
If you selected Results (Activities), expand the Activities with Association folder, then select an activity.
Choose Cost Estimate to view the activity's cost estimation information.
You can identify and select the required items used by an activity. A bill of material (BOM) is used to list all inventoried or Direct Items needed to perform a particular activity, and is defined for each activity. For example, you might have an activity titled, Fork Lift Daily Maintenance. The items necessary to perform this activity include water, fork lift lubrication oil, filled propane tanks, and shop rags. As maintenance BOMs are created, they are associated to an activity.
When a work order is created for an activity, the Maintenance BOM corresponding to the activity explodes to the work order all components specified in the maintenance BOM are copied to the work order as material requirements.
To set up a maintenance BOM:Navigate to the Activity Workbench window.
Choose Launch.
Within the Activity Workbench pane, select the activity for which you wish to define the Bill of Material.
Choose BOM.
Select an activity from the Item field list of values.
Select the Main tab. The Item Sequence defaults.
Enter the Operation Sequence that this Component (material item necessary for the operation sequence, NOT rebuildable item) is needed for (See: Defining Maintenance Routes).
Enter necessary Components and their Quantities that are required to perform the activity. You can enter an unlimited number of inventory and non-inventory, direct items.
Note: The Purchasing tab is enabled for Maintenance and Asset Bills of Material, and contains attributes specific to non-stockable, inventory items.
Optionally select the Auto Request Material check box to indicate that requisitions and purchase orders are created automatically, for the current component or Direct Item, when the work order is released.
Optionally select the Date Effectivity tab to specify effectivity dates per component.
Save your work.
For information on all remaining fields, See: Creating a Bill of Material
For information on defining activities using the Activity Workbench, See: Defining Activities.
After you have defined asset groups, asset numbers, and activities, you can associate the activities with assets and rebuildables. However, you can streamline the creation of activities and associations using an activity association template. Assets are associated with activities before entering the activity into a preventive maintenance schedule (See: Entering Preventive Maintenance Schedule Definitions.
Note: 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 .
To associate asset numbers (capital or rebuildable inventory) with activities using the Activity Workbench:Navigate to the Activity Workbench window.
Select Asset or Rebuildable from the Item Type list of values.
The item type determines the type of asset number you are associating with the Activity.
Optionally narrow your data selection by selecting the asset number you intend to associate with an Activity.
Optionally narrow your data selection by selecting and Activity.
Choose Launch.
Depending on the Item Type chosen while performing step 2, select the corresponding tab within the Activity Workbench pane.
For example, if you selected an Item Type of Asset, select the Results (Assets) tab. If you selected an Item Type of Rebuildable, select the Results (Rebuildables) tab.
Expand the All Assets (within the Results (Assets) tab) or All Rebuildables (within the Results (Rebuildables) tab) folder.
If you specified an asset number while performing step 3, that asset number appears.
Select an asset number by highlighting it.
The Activity Associations window appears. If the asset number is already associated with one or more Activities, those rows display within the window.
Select the next available row and then select an Asset Group.
Select an asset number.
Asset numbers associated with the previously selected Asset Group are available. Asset numbers are always serial controlled. If you had selected a Non-serialized Rebuildable in the Asset Group field, then the Asset Number field is not required.
Select an Activity.
When an asset is transferred from one organization to another, its maintenance may be handled by a new eAM organization. Any activities that are assigned to the asset are visible in the Activity Workbench, within the new eAM organization. Activities that are not currently assigned to the new organization are displayed in blue.
Choose Assign to Org to assign the selected activities to the new organization.
Save your work.
Operations are the instructions or tasks to perform a repair. Because each operation is associated with a department, each operation contains assigned resources, for example, trades people, outside service providers, and equipment (See: Defining Departments and Resources). A maintenance route is the set of operations or jobs necessary to perform an activity. When a work order is created for an activity, the maintenance route corresponding to the activity explodes to the work order (See: Defining Activities); all operations specified in the maintenance route are copied to the work order as its operations.
Maintenance routes are not asset routes. For information on asset routes, See: Defining Asset Routes.
Enterprise Asset Management operations differ from manufacturing operations because manufacturing operations are performed sequentially, whereas eAM operations may not be performed sequentially. You can specify that one operation is dependent on another, and one operation can depend on multiple operations. Also, two unrelated operations can occur concurrently. Multiple operations can depend on one operation. The dependency may not be totally connected.
To define a maintenance route:Navigate to the Activity Workbench window.
Click the Launch button.
Within the Activity Workbench pane, select the Activity for which you wish to create the routing.
Click the Routings button.
Select an Activity from the Item list of values.
Within the Main tab, enter an operation Sequence, or let the system automatically generate it for you, according to your profile setup (See: Item and Operation Sequence).
To copy or reference standard operations into a routing, use the operation Code list of values. You can define a new standard operation by selecting Standard Operations from the Tools menu.
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 (See: Creating a Standard Operation).
Select a Department where the operation is performed.
Select the Referenced check box to indicate that any changes to standard operations are reflected in the routing. If the standard operation is selected, this check box is selected by default.
The Effective date defaults to the system date, but you can optionally change this (See: Effective Date Fields).
Optionally enter a Disabled date to indicate the current operation's expiration.
Select the Description tab. Enter a Description for the current operation.
Optionally choose Routing Network to view the operation dependencies for the current asset route.
You can schedule operations to execute in parallel, sequence, or through dependent steps. In the screen shot above, for example, Operations 20, 30, 40, and 50 are dependent on Operation 10, since there is a line connecting the operations. These operations also run in parallel to each other. The operation numbers identify the sequence that they are performed (See: Preparing Work Order Operations).
Optionally select an operation, then choose Operation Resources to view the resources associated with the current department attached to this operation (See: Defining Departments and Resources). Optionally you can modify the resources listed (See: Assigning Operation Resources).
Save your work.
For information on all remaining fields, See: Creating a Routing
For information on defining Activities using the Activity Workbench, See: Defining Activities.
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 use 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 asset group for the current asset number automatically determines the activity that is associated with the current asset number.
You can also create an activity template during an asset activity association.
To create an activity template:Navigate to the Activity Workbench page.
Click the Launch button.
Select the Results (Activities) tab.
Select the Activities with Associations directory.
Select the appropriate activity.
Select Yes from the Template Flag list of values to indicate that this activity and asset association is also an Activity Association Template.
If you select No, an asset and activity association is created.
For information on all remaining fields within the Activity Associations window, See: Associating Asset Numbers with Activities.
Save your work.
