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Using Enterprise Asset Management Preventive
Maintenance
Venkatesh Hemmige
Oracle Corporation
The following is intended to outline our general product direction.
It is intended for information purposes only, and may not be
incorporated into any contract. It is not a commitment to deliver
any material, code, or functionality, and should not be relied upon
Safe Harbor Statement
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
2
any material, code, or functionality, and should not be relied upon
in making purchasing decision. The development, release, and
timing of any features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
Agenda
 An overview of Preventive Maintenance
 Key Set ups to make Preventive Maintenance work
 Walking through a functional flow case for PM
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
3
 Walking through a functional flow case for PM
 A brief description on the PM engine, tables and programs that are relevant
 Best practices and tips while using EAM PM
 QA
Overview
 Why preventive maintenance
 Prevent expenditures in terms of work time losses, downtime impacts,
opportunities lost etc
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
4
 Maintain the equipment in optimum working condition
 Scope of preventive maintenance also includes replacement of various
equipments
 The potential consequences of breakdown in operation can exceed service
costs several times over.
The steps of a complete PM Cycle
Define PM
schedules with
rules
Define
suppression if
any
Define Assets,
activities,
meters
Associate
activities and
assets with
meter
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5
Generate work
orders
Complete WO
and PM cycle
EAM Preventive Maintenance – Key Set ups
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6
Assets and Activities
 Assets – Capital or Rebuildable.
 Rebuildable assets - can be installed, removed and refurbished.
 Activity – is a ‘template’ that carries information on resources required and
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7
materials used
 Meters are used to measure asset usage and service the asset, based on the
measurement.
 Associate asset or asset group with activities and meters
Meters
 Meters need to be defined separately and associated with an asset or asset
group
 Meters – Absolute and Change types
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8
 Meter usage based on ‘Rate per day’ or ‘Number of Past Readings’
 Can define meter hierarchies so that flow from parent to child meter
 Meter reset
 Meter readings can be entered directly or upon completion of work orders
Meter definition
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9
Set Names in PM
• A PM schedule for an Activity and an Asset Number or Asset Group must
uniquely belong to a Set Name
• Multiple PM Schedules for the same Asset Number or Asset Group and
Activity combination are created across Sets
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10
Activity combination are created across Sets
• However, out of those PM Schedules, one can be identified as the Default and
used for generating Work Orders. Other PM Schedules in other Sets can be
used for simulation purposes
• Can assign PM schedules to set MAIN. This is the seeded set name that
already exists
Set names
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11
PM Schedule Definition
• Define the required PM scheduling rules
• PM uses Meter ‘Rate per day’ or ‘Number of Past Readings’ to arrive at future
dates.
• Enter Last Service Information (dates). These dates are used by the Preventive
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12
• Enter Last Service Information (dates). These dates are used by the Preventive
Maintenance Scheduler as a starting point for calculating the next due date for
a suggested Work Order.
• After the Preventive Maintenance Work Order is completed this date resets to
the completion date
• Can use suppression to prevent activity repetition
PM Rules
 List Dates – ex: Suggest a shutdown work order on Nov 25
– No computation; Look at Last Service Date and figure out the next suggestion
 Date Based – ex: Suggest a work order every 7 days
– Look at Last Service Date and add a multiple of interval to Last Service Date to
get the next suggestion
 Meter Based – ex: Suggest a work order every 10000 miles
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
13
 Meter Based – ex: Suggest a work order every 10000 miles
– Look at Last Meter Reading Date, Last Meter Reading and Last Service Reading;
Figure out the usage based on meter setup/moving average and calculate the next
Service Date
– If number of meter readings  Number of Past Readings in Meter definition use
Moving Average
Last Service Information
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
14
Other important concepts
 Default - PM will be used for work order generation. Can have multiple PM’s
for the same asset activity combination for simulation but only ONE default
PM
 Run to Failure - Asset will run to failure and hence PM will not generate work
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15
 Run to Failure - Asset will run to failure and hence PM will not generate work
orders unless you request explicitly via “Include Run to Failure” flag in
Forecast tab of Maintenance Workbench
 Generate Next Work Order - Upon setting the flag to ‘YES’ only the next
work order for the PM schedule will be generated if the other work orders for
the same asset-activity are in Complete/Cancelled status
Defining a Multiple Activity PM
 Define basic details for PM schedule and enter the multiple activities that need
to be planned and scheduled
 Define the Rule type that needs to be used. There are three types: Date Rules,
Meter Rules and List dates
 Define Base interval such that it maps to the individual activity durations
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
16
 Define Base interval such that it maps to the individual activity durations
 Define Intervals per cycle such that it maps to the activity with maximum time
duration
 Then ‘fit in’ the other activities using ‘Interval Multiple’ and ‘Repeat in Cycle’
fields
Activities, Cycles and Intervals
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17
Example
 Base Interval – 15000 miles
 Oil Change – 15000 miles, Repeat in Cycle = N
 Interval Multiple - 1
 Tune Up – 30000 miles , Repeat in Cycle = N
No Manual Work Orders.
What work orders are
generated?
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
18
 Interval Multiple - 2
Current Cycle – 3
Current Interval Count – 0
Last Reading Date – 01-Oct – 2014
Last Meter Reading – 15000 miles
Usage – 500 miles/day
31st Oct 2014 – Oil Change
30th November 2014 – Tune Up
30th December 2014 – Oil Change
Example
 Base Interval – 15000 miles
 Oil Change – 15000 miles, Repeat in Cycle = N
 Interval Multiple - 1
 Tune Up – 30000 miles , Repeat in Cycle = N
No Manual Work Orders.
What work orders are
generated?
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
19
 Interval Multiple - 2
Current Cycle – 3
Current Interval Count – 1
Last Reading Date – 01-Oct – 2014
Last Meter Reading – 15000 miles
Usage – 500 miles/day
31st Oct 2014 – Tune Up
30th November 2014 – Oil Change
30th December 2014 – Tune Up
Multiple Activity PM for an Automobile
 A typical application would be for an automobile where usage is measured by
an odometer.
 We need to perform the following activities on a Car:
– An Oil change every 1000 Km
– A general maintenance check every 5000 Km
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
20
– A general maintenance check every 5000 Km
– A thorough Brake maintenance every 15000 km
 Define the Assets, Activities and the Meter.
 Meter will be of absolute ascending type
 Associate the activities and the meter to the asset
 We are now ready to create a PM schedule
PM for an Asset Car
 Set the Base Interval to the value of activity with minimum duration – Oil
change every 1000 Km
 Now the activity with maximum time duration is Brake maintenance at 15000
Km. Hence the number of intervals in the cycle = 15000/1000 = 15
 Interval multiple decides when maintenance is performed for each activity.
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
21
 Interval multiple decides when maintenance is performed for each activity.
Activity duration = Interval multiple x Base Interval. For a general
maintenance check every 5000 km this will be 5 x 1000.
 If you need an activity to be repeated within a cycle choose ‘Yes’
PM Engine calculations
 PM Engine calculates the work order due dates by a 3 step process:
 Due reading = last service reading + interval = 0 + 5000 = 5000
 Days remaining for next PM = (due reading- latest reading)/usage rate =
(5000-0)/100 = 50, at usage rate of 100
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
22
(5000-0)/100 = 50, at usage rate of 100
 1st due date = latest date + left days
= 05/18/2014 + 50
= 07/07/2014 (cycle, sequence =1,1) and so on……..
Base Date option
Base
Date
WO-1(Comp)
Rule – Suggest a work order every 25 days
WO-2
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
23
25
0
Date
7
Last Service Date
PM Work Orders generation – two options
 Maintenance Workbench
A flexible option that allows viewing asset work orders and also has
simulation capabilities
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
24
 Generate Work Orders CP
Program can be used to generate PM work orders on a number of
Asset/Activities for a given cut off date
The Maintenance Workbench
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
25
PM – Important Tables and what they contain
Table Name Description
EAM_PM_SCHEDULINGS Stores the details of Preventive
Maintenance schedules.
EAM_PM_ACTIVITIES Stores the activities for a PM Schedule
and their associated attributes
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
26
and their associated attributes
MTL_EAM_ASSET_ACTIVITIES This table stores association between
Assets and Asset Activities.
EAM_PM_SCHEDULING_RULES Stores the rules of each preventive
maintenance schedule.
PM – Important Tables and what they contain
Table Name Description
CSI_COUNTER_READINGS Holds the historical readings of a counter
instance or a meter instance.
CSI_COUNTER_ASSOCIATIONS Contains the Asset Meter Association
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
27
CSI_COUNTER_ASSOCIATIONS Contains the Asset Meter Association
CSI_COUNTERS_B Meters/Meter Template table
Generate Preventive Maintenance
Work Orders
The executable is EAMPMSDU
Best practices
 Focus preventive maintenance effort on critical assets
 High Number of Repair and emergency Work Orders
 High Maintenance Cost
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
28
 High Maintenance Cost
 High Maintenance Man-hours
 For setting up preventive maintenance use should be made of the equipment
manufacturer’s recommendations (available in user guides, technical manuals
etc)
Summary
 Need for Preventive Maintenance
 Setting up and planning for PM
 Using EAM PM and best practices
What we covered
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
29
 Using EAM PM and best practices
QUESTIONS

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
30

ANSWERS

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Using Enterprise Asset Management Preventive .pdf

  • 1. Using Enterprise Asset Management Preventive Maintenance Venkatesh Hemmige Oracle Corporation
  • 2. The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon Safe Harbor Statement Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 2 any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
  • 3. Agenda An overview of Preventive Maintenance Key Set ups to make Preventive Maintenance work Walking through a functional flow case for PM Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 3 Walking through a functional flow case for PM A brief description on the PM engine, tables and programs that are relevant Best practices and tips while using EAM PM QA
  • 4. Overview Why preventive maintenance Prevent expenditures in terms of work time losses, downtime impacts, opportunities lost etc Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 4 Maintain the equipment in optimum working condition Scope of preventive maintenance also includes replacement of various equipments The potential consequences of breakdown in operation can exceed service costs several times over.
  • 5. The steps of a complete PM Cycle Define PM schedules with rules Define suppression if any Define Assets, activities, meters Associate activities and assets with meter Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 5 Generate work orders Complete WO and PM cycle
  • 6. EAM Preventive Maintenance – Key Set ups Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 6
  • 7. Assets and Activities Assets – Capital or Rebuildable. Rebuildable assets - can be installed, removed and refurbished. Activity – is a ‘template’ that carries information on resources required and Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 7 materials used Meters are used to measure asset usage and service the asset, based on the measurement. Associate asset or asset group with activities and meters
  • 8. Meters Meters need to be defined separately and associated with an asset or asset group Meters – Absolute and Change types Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 8 Meter usage based on ‘Rate per day’ or ‘Number of Past Readings’ Can define meter hierarchies so that flow from parent to child meter Meter reset Meter readings can be entered directly or upon completion of work orders
  • 9. Meter definition Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 9
  • 10. Set Names in PM • A PM schedule for an Activity and an Asset Number or Asset Group must uniquely belong to a Set Name • Multiple PM Schedules for the same Asset Number or Asset Group and Activity combination are created across Sets Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 10 Activity combination are created across Sets • However, out of those PM Schedules, one can be identified as the Default and used for generating Work Orders. Other PM Schedules in other Sets can be used for simulation purposes • Can assign PM schedules to set MAIN. This is the seeded set name that already exists
  • 11. Set names Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 11
  • 12. PM Schedule Definition • Define the required PM scheduling rules • PM uses Meter ‘Rate per day’ or ‘Number of Past Readings’ to arrive at future dates. • Enter Last Service Information (dates). These dates are used by the Preventive Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 12 • Enter Last Service Information (dates). These dates are used by the Preventive Maintenance Scheduler as a starting point for calculating the next due date for a suggested Work Order. • After the Preventive Maintenance Work Order is completed this date resets to the completion date • Can use suppression to prevent activity repetition
  • 13. PM Rules List Dates – ex: Suggest a shutdown work order on Nov 25 – No computation; Look at Last Service Date and figure out the next suggestion Date Based – ex: Suggest a work order every 7 days – Look at Last Service Date and add a multiple of interval to Last Service Date to get the next suggestion Meter Based – ex: Suggest a work order every 10000 miles Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 13 Meter Based – ex: Suggest a work order every 10000 miles – Look at Last Meter Reading Date, Last Meter Reading and Last Service Reading; Figure out the usage based on meter setup/moving average and calculate the next Service Date – If number of meter readings Number of Past Readings in Meter definition use Moving Average
  • 14. Last Service Information Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 14
  • 15. Other important concepts Default - PM will be used for work order generation. Can have multiple PM’s for the same asset activity combination for simulation but only ONE default PM Run to Failure - Asset will run to failure and hence PM will not generate work Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 15 Run to Failure - Asset will run to failure and hence PM will not generate work orders unless you request explicitly via “Include Run to Failure” flag in Forecast tab of Maintenance Workbench Generate Next Work Order - Upon setting the flag to ‘YES’ only the next work order for the PM schedule will be generated if the other work orders for the same asset-activity are in Complete/Cancelled status
  • 16. Defining a Multiple Activity PM Define basic details for PM schedule and enter the multiple activities that need to be planned and scheduled Define the Rule type that needs to be used. There are three types: Date Rules, Meter Rules and List dates Define Base interval such that it maps to the individual activity durations Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 16 Define Base interval such that it maps to the individual activity durations Define Intervals per cycle such that it maps to the activity with maximum time duration Then ‘fit in’ the other activities using ‘Interval Multiple’ and ‘Repeat in Cycle’ fields
  • 17. Activities, Cycles and Intervals Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 17
  • 18. Example Base Interval – 15000 miles Oil Change – 15000 miles, Repeat in Cycle = N Interval Multiple - 1 Tune Up – 30000 miles , Repeat in Cycle = N No Manual Work Orders. What work orders are generated? Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 18 Interval Multiple - 2 Current Cycle – 3 Current Interval Count – 0 Last Reading Date – 01-Oct – 2014 Last Meter Reading – 15000 miles Usage – 500 miles/day 31st Oct 2014 – Oil Change 30th November 2014 – Tune Up 30th December 2014 – Oil Change
  • 19. Example Base Interval – 15000 miles Oil Change – 15000 miles, Repeat in Cycle = N Interval Multiple - 1 Tune Up – 30000 miles , Repeat in Cycle = N No Manual Work Orders. What work orders are generated? Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 19 Interval Multiple - 2 Current Cycle – 3 Current Interval Count – 1 Last Reading Date – 01-Oct – 2014 Last Meter Reading – 15000 miles Usage – 500 miles/day 31st Oct 2014 – Tune Up 30th November 2014 – Oil Change 30th December 2014 – Tune Up
  • 20. Multiple Activity PM for an Automobile A typical application would be for an automobile where usage is measured by an odometer. We need to perform the following activities on a Car: – An Oil change every 1000 Km – A general maintenance check every 5000 Km Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 20 – A general maintenance check every 5000 Km – A thorough Brake maintenance every 15000 km Define the Assets, Activities and the Meter. Meter will be of absolute ascending type Associate the activities and the meter to the asset We are now ready to create a PM schedule
  • 21. PM for an Asset Car Set the Base Interval to the value of activity with minimum duration – Oil change every 1000 Km Now the activity with maximum time duration is Brake maintenance at 15000 Km. Hence the number of intervals in the cycle = 15000/1000 = 15 Interval multiple decides when maintenance is performed for each activity. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 21 Interval multiple decides when maintenance is performed for each activity. Activity duration = Interval multiple x Base Interval. For a general maintenance check every 5000 km this will be 5 x 1000. If you need an activity to be repeated within a cycle choose ‘Yes’
  • 22. PM Engine calculations PM Engine calculates the work order due dates by a 3 step process: Due reading = last service reading + interval = 0 + 5000 = 5000 Days remaining for next PM = (due reading- latest reading)/usage rate = (5000-0)/100 = 50, at usage rate of 100 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 22 (5000-0)/100 = 50, at usage rate of 100 1st due date = latest date + left days = 05/18/2014 + 50 = 07/07/2014 (cycle, sequence =1,1) and so on……..
  • 23. Base Date option Base Date WO-1(Comp) Rule – Suggest a work order every 25 days WO-2 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 23 25 0 Date 7 Last Service Date
  • 24. PM Work Orders generation – two options Maintenance Workbench A flexible option that allows viewing asset work orders and also has simulation capabilities Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 24 Generate Work Orders CP Program can be used to generate PM work orders on a number of Asset/Activities for a given cut off date
  • 25. The Maintenance Workbench Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 25
  • 26. PM – Important Tables and what they contain Table Name Description EAM_PM_SCHEDULINGS Stores the details of Preventive Maintenance schedules. EAM_PM_ACTIVITIES Stores the activities for a PM Schedule and their associated attributes Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 26 and their associated attributes MTL_EAM_ASSET_ACTIVITIES This table stores association between Assets and Asset Activities. EAM_PM_SCHEDULING_RULES Stores the rules of each preventive maintenance schedule.
  • 27. PM – Important Tables and what they contain Table Name Description CSI_COUNTER_READINGS Holds the historical readings of a counter instance or a meter instance. CSI_COUNTER_ASSOCIATIONS Contains the Asset Meter Association Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 27 CSI_COUNTER_ASSOCIATIONS Contains the Asset Meter Association CSI_COUNTERS_B Meters/Meter Template table Generate Preventive Maintenance Work Orders The executable is EAMPMSDU
  • 28. Best practices Focus preventive maintenance effort on critical assets High Number of Repair and emergency Work Orders High Maintenance Cost Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 28 High Maintenance Cost High Maintenance Man-hours For setting up preventive maintenance use should be made of the equipment manufacturer’s recommendations (available in user guides, technical manuals etc)
  • 29. Summary Need for Preventive Maintenance Setting up and planning for PM Using EAM PM and best practices What we covered Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 29 Using EAM PM and best practices
  • 30. QUESTIONS Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 30 ANSWERS