eam overview sap presenter
DESCRIPTION
SAP EAMTRANSCRIPT
Slide 1*
Welcome to the EAM Overiew E-Learning Course. Before we begin, let’s take a look at the core navigation features of this e-learning course.
07/19/2010
EDISON INTERNATIONAL®
Course Objectives
At the completion of this course you will be able to:
Define the meaning of Enterprise Asset Management (EAM).
Define the meaning of Identify-Plan-Schedule-Execute-Close (IPSEC).
Identify the features and purposes of a notification.
Identify the attributes of master data.
Identify the features and purposes of a work order.
Utilize letter descriptors to identify notifications and work order
types.
*
At the completion of this course you will be able to:
Define the meaning of EAM.
Define the meaning IPSEC and place the work steps represented by the acronym in logical order.
List the different notification types.
Identify features that differentiate maintenance from service notifications.
Define a work order.
List the features of work orders.
Utilize a three letter descriptor to organize work order types by SCE department.
Identify the attributes of master data.
Define functional location and identify its features.
Define equipment master and identify its features.
07/19/2010
Some of these are Functional Locations, and some are Equipment ..
07/19/2010
SAP Solution of Enterprice Asset Management using Plant Maintenance & Project Systems
07/19/2010
Why SAP PM/ PS?
Implementation of SAP will Supports the planning, processing, and completion of plant maintenance tasks, these include:
Maintenance Planning
Maintenance requests
Maintenance Orders
Resource planning
Completion Confirmations
Fleet Management
Maintenance History
Project Tracking
EDISON INTERNATIONAL®
Utility Context
For Generation, Transmission and Distribution, most work centers will be teams or crews.
For Non-Energy businesses, work centers may be persons assigned to departments or organizational facilities.
Individuals in work centers can have different skill sets, or very similar skill sets - it depends on how work is
planned and scheduled in that organization.
X10
07/19/2010
Northern Hydro
Mountain View
Peaker Units
Func Locs
E
E
E
E
A Combined Planning/ Maintenance Plant for SONGS One Plng Plant for PPD with one Maint. Plant for each Region
Plng Plant
Maint. Plant
Name Title
...
ONE Combined Planning/ Maintenance Plant for all of SCE Logistics Use Planner Groups/ WrkCtrs for Distribution/ Transmission/ Substations
Plng/ Maint. Plant
Functional Locations
F
F
Use the same Combined Planning/ Maintenance Plant as for SCE Logistics Use Planner Groups/ FuncLocs for garages
F
F
F
F
F
F
F
F
F
F
F
07/19/2010
Name Title
FuncLocs generated from SAP-RE Architectural Objects
Use Combined Planning/ Maint. Plant as for SCE Logistics Use Planner Groups/ FuncLocs to manage work
Func Locs added for IT
E
E
07/19/2010
Name Title
C
C
C
C
C
Use the same Combined Planning/ Maintenance Plant as for SCE Logistics
C
C
Plng/ Maint. Plant
Carrier Solutions/ Telecom
General
General
Equipment
Transportation Services Division (Fleet)
F1: General Maintenance Request
Corporate Real Estate (CRE)
R1: General Maintenance Request
Information Technology / Telecom (IT)
I2: PVM or Historical Notification
GBU
Nuclear
Power Production
Transmission and Distribution (TDBU)
E1: General Maintenance Request
E3: Emergent Work
E4: Line Clearing?
07/19/2010
SAP Technical Structure
Equipment is the lowest level in the technical structure where costs can be associated with a specific item
A functional location is part of a technical structure representing an area, a technical function, an equipment grouping or an installation position
Maintenance
Controlling Area
Company Code
Module 3: Master Data
EAM OVERVIEW
Module 7
Module 6
Module 5
Module 4
Module 3
Module 2
Module 1
Module 2 reviews the IPSEC work Cycle
Module 3 discusses notifications
Module 4 contains information about work orders
Module 5 discusses closing a work order
Module 6 is the course summary and also contains an evaluation
07/19/2010
EDISON INTERNATIONAL®
COURSE MODULES
These modules contain Information you need to know basics of SAP EAM.
Module 7 is a Quiz module; it includes Questions of what you have learned during the presentation
EAM Overview is divided into Modules. Modules 1 -6 are Information and Module 7 is Quiz.
These Modules are not designed for training and SAP activity.
EAM OVERVIEW
Module 7
Module 6
Module 5
Module 4
Module 3
Module 2
Module 1
*
Modules 1 -5 are Information and Activity modules that contain information that you will need when using SAP and activities that will help you transfer what you learn during the course to your job.
Module 6 is a summary module. It will allow you to review what your have learned during the course. At the end of this review you will evaluate what you have learned.
07/19/2010
EDISON INTERNATIONAL®
EAM OVERVIEW
Utility assets must be maintained and upgraded regularly. SCE must develop and implement maintenance strategies, manage our day-to-day business more effectively, as well as be able to quickly respond to outages or emergencies during storms.
Historically, we have either faced system-growth or infrastructure replacement opportunities. Today SCE is dealing with both.
Additionally, within our current framework of EAM challenges, we are confronted by:
The maintenance and management of distributed assets and resources
The logistics of servicing a large dispersed customer base
Maintaining accurate information on equipment in-and-out of service
Workforce resource challenges – retirement eligible and correct skills
Enterprise Asset Management Challenges
EDISON INTERNATIONAL®
EAM OVERVIEW
Ensuring that assets operate at design parameters with minimal downtime during normal operations.
Optimizing initial and ongoing investment to extract the maximum operating and financial value from the asset over the course of the asset life cycle.
Maximizing the contribution from those who manage the asset through review and assessment of operational and personnel performance against key measures.
Managing engineering, operational, and financial risk of the asset.
Developing alternative and/or complementary sources of value derived from physical assets and management/operational competencies.
Enterprise Asset Management encompasses the strategies, technologies, and processes to optimize lifecycle value contribution from an asset portfolio.
Description
Components
Optimization
Terms and Definitions
In this module you will review terms and definitions that will be used throughout the course.
EAM OVERVIEW
MODULE 1
*
In this module will review terms and definitions that will used throughout the course.
07/19/2010
EAM:
Enterprise Asset Management. A set of methods that control, organize and maintain assets.
Because Southern California Edison owns many different assets whose total combined value represents large sums of money, an efficient organization wide method is needed to maintain them.
EAM provides work management tools to maintain assets.
EAM supports scheduling, maintenance and service of assets as well as accounting for the costs associated with service and maintenance cycles.
TERMS and DEFINITIONS
EAM stands for Enterprise Asset Management
Because Southern California Edison owns many different assets and ultimately is responsible for providing value to its customers it must manage it’s assets so that they are economically beneficial to the rate payer.
EAM provides a value added method for managing assets.
EAM is the heart of the business it provides a system for identifying each asset, its value and location; as well as supplying an efficient way of scheduling maintenance and service of these assets which includes: accounting for the costs associated with service and maintenance cycles.
07/19/2010
An acronym that describes the EAM work process and sequence.
During the IPSEC process, work requirements are identified and a plan for the work – including the identification of resources – is drafted in the form of a work order.
The IPSEC process allows work to be identified, planned, scheduled, executed and closed.
TERMS and DEFINITIONS
*
The next term we will discuses is IPSEC. IPSEC is an acronym that describes the EAM work cycle and the order in which work is processed. The “I” stands for Identify. The “P” Stands for Plan. The “S” stands for schedule. The “E” stands for execute. The “C” stands for close.
The events described by the IPSEC acronym occur as steps in a cycle. During the cycle work requirements are identified and a plan for the work including identification of resources are drafted.
Dates and time frames for work to be completed are scheduled and execution of the work is initiated. Additionally the IPSEC work cycle creates a work area for activities that must be performed to close the work orders.
07/19/2010
Term
Definition
Master Data is the central information source for the company. All SAP applications or modules access this data, e.g., Plant Maintenance.
Master Data represents the parties to the transactions for the business and plays a key role in the core operations of the business. It describes the things that interact when a transaction occurs, e.g., data about equipment, inventory or suppliers. Master Data describes objects within the same group, such as equipment or work centers. For example, equipment can be vehicles, computers, or poles.
Master Data:
*
The next term and definition we will review is Master data.
Master Data is key information about an asset that identifies the function it performs, its resource characteristics and the nature of the asset it is associated with.
Master Data is unique data about an asset that never changes.
Master Data can be considered the hard rock truth about an item or compared to the DNA of an organism.
By looking at an items master data we can know all of its important details such as:
When it was purchased
How much it has depreciated over time
Master Data is located on the Notification Header
07/19/2010
Definition Continued
Master Data is typically shared by multiple users and groups across an organization.
Master Data:
Repetitive Maintenance/Inspection Plans
*
The next term and definition we will review is Master data.
Master Data is key information about an asset that identifies the function it performs, its resource characteristics and the nature of the asset it is associated with.
Master Data is unique data about an asset that never changes.
Master Data can be considered the hard rock truth about an item or compared to the DNA of an organism.
By looking at an items master data we can know all of its important details such as:
When it was purchased
How much it has depreciated over time
Master Data is located on the Notification Header
07/19/2010
Term
Definition
Transactional data consists of information entered into the system on a day-to-day basis, for instance, Work Orders, uses Master Data, and changes frequently.
Transactional Data:
*
The next term and definition we will review is Master data.
Master Data is key information about an asset that identifies the function it performs, its resource characteristics and the nature of the asset it is associated with.
Master Data is unique data about an asset that never changes.
Master Data can be considered the hard rock truth about an item or compared to the DNA of an organism.
By looking at an items master data we can know all of its important details such as:
When it was purchased
How much it has depreciated over time
Master Data is located on the Notification Header
07/19/2010
Maintenance Notification:
Notifications are used to request work, report a problem, or record an event on SCE-owned assets.
The Notification provides the organization with information about the issue. An example of this would be, “car hit pole”.
Additionally, the notification will contain data about the asset associated with the issue.
This data is called “Master Data”.
A Notification is written on a single asset.
*
The next term we will discusses is Maintenance Notification. A Maintenance Notification is a task performed during the IPSEC work cycle that creates and tracks the maintenance history or condition of an asset.
This type of notification is frequently linked a Maintenance Order.
Notifications provide the organization with information about an asset at specific times.
This information can be historical or it can lead to work that is needed to maintain the value of an asset.
Each notification contains data that specifically identifies the asset. This data is known as the assets Master Data. It includes the assets functional location.
07/19/2010
Term
Definition
Similar to a Maintenance Notification, but the work is on a non-SCE-owned asset or is done on behalf of a 3rd party.
Service Notification:
A Service Notification provides the organization with information about an asset. This information can be related to history or it can lead to work.
What makes a Service Notification different from a Maintenance Notification is that it involves providing a service to a non-Edison entity.
*
Like a Maintenance Notification a Service Notification provides the organization with information about an asset that relates to history or can lead to work.
What makes a Service Notification different from a Maintenance Notification is that it involves someone outside the company servicing an Edison Asset.
In some cases Edison establishes contracts with businesses partners outside the organization to provide maintenance and obtain historical data on its assets. These contracts lead to Service Notifications and are related to a specific purchase order.
07/19/2010
Term
Definition
An operational plan for work that will be performed. It includes activities defined as operations, and can include materials and services as well.
Work Order:
Work Orders can be created for capital or expense or both.
A Work Order can be the result of a request and is used to record the work done.
A Work Order may contain multiple operations, which in turn can contain multiple sub- operations. It can reference one or more technical objects; for example, functional locations or equipment.
*
The next term and definition we will review is Work Order.
A work order is a detailed plan for maintenance tasks that will be performed. It includes scheduling of personnel, tasks, materials and costs. It contains specific technical information called Master Data.
It contains all the details of what is needed to complete the work including:
Identity and location
Materials
07/19/2010
EAM OVERVIEW
A short-term agreement between a service provider and SCE, in which services and/or materials are specified by SCE in the Service Order and then billed by the provider when the order is completed. A Service Order can be used for:
The specific planning of services, including the usage of materials, tools, and personnel.
Monitoring of the services.
Recording and settling of the costs generated by the Service Order.
Term Definition
*
The next term and definition we will review is Service Order.
A Service Order is a Work Order with its customer and services information fields populated. Billing is enabled on a service order.
Service orders provide means for documenting the cost for services provided by business partners outside the Edison organization.
Despite the difference in name it is important to remember that: “a work order by any other name is still a work order”, it is always a detailed plan for work which includes scheduling personnel, materials, tasks and costs.
07/19/2010
The IPSEC Work Process
In this module you will review information and complete activities that provide additional details about EAM and IPSEC.
EAM OVERVIEW
MODULE 2
The five-step process is identified by the acronym IPSEC.
Each letter represents a single step in the process.
IPSEC organizes the work of work management into a five step process.
Schedule
Execute
Close
Identify
Plan
EAM Work Management* is the process that controls, organizes, maintains, and may add to the value of assets. It does this using a five-step process called:
IPSEC
-
-
-
-
-
*
IPSEC is a five step cycle that EAM uses to control, organize and maintain assets.
The cycle begins with Identification of work that needs to be completed.
The work must then be planned. Plan is the second step in the IPSEC cycle.
Once the work has been planned it must then be scheduled. Schedule is the third step in the IPSEC work cycle.
After the work has been planned and scheduled it is then executed. Execute is the fourth step in the IPSEC cycle.
The final step in the cycle involves closing the work which includes charging staffing hours and paying for materials. The final step in the IPSEC cycle is Close.
07/19/2010
EAM OVERVIEW
Plan refers to actions taken to define operations - attach/edit a task list, add material and services - required to complete the work.
Schedule refers to the actions to find the “correct” time slot for the work that needs to be performed. Additionally, schedule refers to potentially adjusting Work Order sequence based on Work Order priority for a given Work Center.
Execute refers to actions taken to perform the work that has been planned and scheduled.
*
Each of the five steps of the IPSEC cycle has a specific purpose.
Identify refers to recognizing that work must be done.
Plan refers to identifying which resources are needed to performed the work.
Schedule refers to selecting dates and times to perform the work.
Execute refers to doing the work.
And close refers to completing the accounting processes associated with the work that has been completed.
07/19/2010
EAM OVERVIEW
Let’s learn more about the 1st step in the IPSEC work process “Identify”.
Identify
Execute
Plan
Schedule
Close
*
To learn more about the Identify step in the IPSEC work cycle point to the word Identify the in the cycle diagram.
07/19/2010
Identify refers to the creation of a Notification.
A Notification is the SAP object that is typically used to identify an issue and initiate work. The use of Notifications varies by Business Unit.
Notifications can be used to request and record service/maintenance as well as to provide information and document history on equipment.
Notifications can be used to process and perform work without a Work Order when no cost collection is required.
*
Identify refers to actions taken to recognize required work.
The identification of work can occur when an asset is first identified by EAM. An example of this would be Edison’s purchase of a new Line Truck. The Line Truck (an Edison Asset) requires an oil change at 5000, 15000, and 25000 miles. Identify refers to documenting these asset maintenance tasks and placing them on a schedule.
When this activity is completed in SAP it is called a Notification.
The identification of work can also occur on an irregular basis such as unscheduled repairs. An example of this would be if a car accident would hit and damage a pole. Identify refers to reporting the need to replace the damaged pole (an Edison Asset). It involves communicating the need to have a new pole, equipment for replacing the pole, and the right staff to replace the pole at the same location and time for the work.
The communication is performed in SAP by completing a Notification.
The identification of work also refers to work other than schedule and unscheduled maintenance and repairs. Identification of work is also completed when calibration and measurement tasks are required.
An example of this would be pressure gauges in a heat exchanger at a nuclear power plant who’s readings need to be documented at specific intervals. Identify in this case, refers to announcing the work (reading of a heat exchange gauge) which needs to occur at a specific point at a specific location.
This announcement is initiated and performed through SAP using a notification.
07/19/2010
EAM OVERVIEW
Let’s learn more about the 2nd step in the IPSEC work “Plan”.
Identify
Execute
Plan
Schedule
Close
*
To learn more about the 2nd step in the IPSEC Work Cycle point to the word “Plan” with your mouse.
07/19/2010
The IPSEC Work Cycle
Plan refers to actions taken to define operations - attach/edit a task list, add material and services - required to complete the work
Planning involves:
Assigning the responsible Work Group.
Defining Operations and labor resource requirements – labor hours and number of personnel.
Attaching task list to an Operation, where appropriate, detailing specific work steps.
Defining service/contractor needs.
Identifying work clearances and permits required (SONGS Only).
*
Planning refers to…
Welcome to the EAM Overiew E-Learning Course. Before we begin, let’s take a look at the core navigation features of this e-learning course.
07/19/2010
EDISON INTERNATIONAL®
Course Objectives
At the completion of this course you will be able to:
Define the meaning of Enterprise Asset Management (EAM).
Define the meaning of Identify-Plan-Schedule-Execute-Close (IPSEC).
Identify the features and purposes of a notification.
Identify the attributes of master data.
Identify the features and purposes of a work order.
Utilize letter descriptors to identify notifications and work order
types.
*
At the completion of this course you will be able to:
Define the meaning of EAM.
Define the meaning IPSEC and place the work steps represented by the acronym in logical order.
List the different notification types.
Identify features that differentiate maintenance from service notifications.
Define a work order.
List the features of work orders.
Utilize a three letter descriptor to organize work order types by SCE department.
Identify the attributes of master data.
Define functional location and identify its features.
Define equipment master and identify its features.
07/19/2010
Some of these are Functional Locations, and some are Equipment ..
07/19/2010
SAP Solution of Enterprice Asset Management using Plant Maintenance & Project Systems
07/19/2010
Why SAP PM/ PS?
Implementation of SAP will Supports the planning, processing, and completion of plant maintenance tasks, these include:
Maintenance Planning
Maintenance requests
Maintenance Orders
Resource planning
Completion Confirmations
Fleet Management
Maintenance History
Project Tracking
EDISON INTERNATIONAL®
Utility Context
For Generation, Transmission and Distribution, most work centers will be teams or crews.
For Non-Energy businesses, work centers may be persons assigned to departments or organizational facilities.
Individuals in work centers can have different skill sets, or very similar skill sets - it depends on how work is
planned and scheduled in that organization.
X10
07/19/2010
Northern Hydro
Mountain View
Peaker Units
Func Locs
E
E
E
E
A Combined Planning/ Maintenance Plant for SONGS One Plng Plant for PPD with one Maint. Plant for each Region
Plng Plant
Maint. Plant
Name Title
...
ONE Combined Planning/ Maintenance Plant for all of SCE Logistics Use Planner Groups/ WrkCtrs for Distribution/ Transmission/ Substations
Plng/ Maint. Plant
Functional Locations
F
F
Use the same Combined Planning/ Maintenance Plant as for SCE Logistics Use Planner Groups/ FuncLocs for garages
F
F
F
F
F
F
F
F
F
F
F
07/19/2010
Name Title
FuncLocs generated from SAP-RE Architectural Objects
Use Combined Planning/ Maint. Plant as for SCE Logistics Use Planner Groups/ FuncLocs to manage work
Func Locs added for IT
E
E
07/19/2010
Name Title
C
C
C
C
C
Use the same Combined Planning/ Maintenance Plant as for SCE Logistics
C
C
Plng/ Maint. Plant
Carrier Solutions/ Telecom
General
General
Equipment
Transportation Services Division (Fleet)
F1: General Maintenance Request
Corporate Real Estate (CRE)
R1: General Maintenance Request
Information Technology / Telecom (IT)
I2: PVM or Historical Notification
GBU
Nuclear
Power Production
Transmission and Distribution (TDBU)
E1: General Maintenance Request
E3: Emergent Work
E4: Line Clearing?
07/19/2010
SAP Technical Structure
Equipment is the lowest level in the technical structure where costs can be associated with a specific item
A functional location is part of a technical structure representing an area, a technical function, an equipment grouping or an installation position
Maintenance
Controlling Area
Company Code
Module 3: Master Data
EAM OVERVIEW
Module 7
Module 6
Module 5
Module 4
Module 3
Module 2
Module 1
Module 2 reviews the IPSEC work Cycle
Module 3 discusses notifications
Module 4 contains information about work orders
Module 5 discusses closing a work order
Module 6 is the course summary and also contains an evaluation
07/19/2010
EDISON INTERNATIONAL®
COURSE MODULES
These modules contain Information you need to know basics of SAP EAM.
Module 7 is a Quiz module; it includes Questions of what you have learned during the presentation
EAM Overview is divided into Modules. Modules 1 -6 are Information and Module 7 is Quiz.
These Modules are not designed for training and SAP activity.
EAM OVERVIEW
Module 7
Module 6
Module 5
Module 4
Module 3
Module 2
Module 1
*
Modules 1 -5 are Information and Activity modules that contain information that you will need when using SAP and activities that will help you transfer what you learn during the course to your job.
Module 6 is a summary module. It will allow you to review what your have learned during the course. At the end of this review you will evaluate what you have learned.
07/19/2010
EDISON INTERNATIONAL®
EAM OVERVIEW
Utility assets must be maintained and upgraded regularly. SCE must develop and implement maintenance strategies, manage our day-to-day business more effectively, as well as be able to quickly respond to outages or emergencies during storms.
Historically, we have either faced system-growth or infrastructure replacement opportunities. Today SCE is dealing with both.
Additionally, within our current framework of EAM challenges, we are confronted by:
The maintenance and management of distributed assets and resources
The logistics of servicing a large dispersed customer base
Maintaining accurate information on equipment in-and-out of service
Workforce resource challenges – retirement eligible and correct skills
Enterprise Asset Management Challenges
EDISON INTERNATIONAL®
EAM OVERVIEW
Ensuring that assets operate at design parameters with minimal downtime during normal operations.
Optimizing initial and ongoing investment to extract the maximum operating and financial value from the asset over the course of the asset life cycle.
Maximizing the contribution from those who manage the asset through review and assessment of operational and personnel performance against key measures.
Managing engineering, operational, and financial risk of the asset.
Developing alternative and/or complementary sources of value derived from physical assets and management/operational competencies.
Enterprise Asset Management encompasses the strategies, technologies, and processes to optimize lifecycle value contribution from an asset portfolio.
Description
Components
Optimization
Terms and Definitions
In this module you will review terms and definitions that will be used throughout the course.
EAM OVERVIEW
MODULE 1
*
In this module will review terms and definitions that will used throughout the course.
07/19/2010
EAM:
Enterprise Asset Management. A set of methods that control, organize and maintain assets.
Because Southern California Edison owns many different assets whose total combined value represents large sums of money, an efficient organization wide method is needed to maintain them.
EAM provides work management tools to maintain assets.
EAM supports scheduling, maintenance and service of assets as well as accounting for the costs associated with service and maintenance cycles.
TERMS and DEFINITIONS
EAM stands for Enterprise Asset Management
Because Southern California Edison owns many different assets and ultimately is responsible for providing value to its customers it must manage it’s assets so that they are economically beneficial to the rate payer.
EAM provides a value added method for managing assets.
EAM is the heart of the business it provides a system for identifying each asset, its value and location; as well as supplying an efficient way of scheduling maintenance and service of these assets which includes: accounting for the costs associated with service and maintenance cycles.
07/19/2010
An acronym that describes the EAM work process and sequence.
During the IPSEC process, work requirements are identified and a plan for the work – including the identification of resources – is drafted in the form of a work order.
The IPSEC process allows work to be identified, planned, scheduled, executed and closed.
TERMS and DEFINITIONS
*
The next term we will discuses is IPSEC. IPSEC is an acronym that describes the EAM work cycle and the order in which work is processed. The “I” stands for Identify. The “P” Stands for Plan. The “S” stands for schedule. The “E” stands for execute. The “C” stands for close.
The events described by the IPSEC acronym occur as steps in a cycle. During the cycle work requirements are identified and a plan for the work including identification of resources are drafted.
Dates and time frames for work to be completed are scheduled and execution of the work is initiated. Additionally the IPSEC work cycle creates a work area for activities that must be performed to close the work orders.
07/19/2010
Term
Definition
Master Data is the central information source for the company. All SAP applications or modules access this data, e.g., Plant Maintenance.
Master Data represents the parties to the transactions for the business and plays a key role in the core operations of the business. It describes the things that interact when a transaction occurs, e.g., data about equipment, inventory or suppliers. Master Data describes objects within the same group, such as equipment or work centers. For example, equipment can be vehicles, computers, or poles.
Master Data:
*
The next term and definition we will review is Master data.
Master Data is key information about an asset that identifies the function it performs, its resource characteristics and the nature of the asset it is associated with.
Master Data is unique data about an asset that never changes.
Master Data can be considered the hard rock truth about an item or compared to the DNA of an organism.
By looking at an items master data we can know all of its important details such as:
When it was purchased
How much it has depreciated over time
Master Data is located on the Notification Header
07/19/2010
Definition Continued
Master Data is typically shared by multiple users and groups across an organization.
Master Data:
Repetitive Maintenance/Inspection Plans
*
The next term and definition we will review is Master data.
Master Data is key information about an asset that identifies the function it performs, its resource characteristics and the nature of the asset it is associated with.
Master Data is unique data about an asset that never changes.
Master Data can be considered the hard rock truth about an item or compared to the DNA of an organism.
By looking at an items master data we can know all of its important details such as:
When it was purchased
How much it has depreciated over time
Master Data is located on the Notification Header
07/19/2010
Term
Definition
Transactional data consists of information entered into the system on a day-to-day basis, for instance, Work Orders, uses Master Data, and changes frequently.
Transactional Data:
*
The next term and definition we will review is Master data.
Master Data is key information about an asset that identifies the function it performs, its resource characteristics and the nature of the asset it is associated with.
Master Data is unique data about an asset that never changes.
Master Data can be considered the hard rock truth about an item or compared to the DNA of an organism.
By looking at an items master data we can know all of its important details such as:
When it was purchased
How much it has depreciated over time
Master Data is located on the Notification Header
07/19/2010
Maintenance Notification:
Notifications are used to request work, report a problem, or record an event on SCE-owned assets.
The Notification provides the organization with information about the issue. An example of this would be, “car hit pole”.
Additionally, the notification will contain data about the asset associated with the issue.
This data is called “Master Data”.
A Notification is written on a single asset.
*
The next term we will discusses is Maintenance Notification. A Maintenance Notification is a task performed during the IPSEC work cycle that creates and tracks the maintenance history or condition of an asset.
This type of notification is frequently linked a Maintenance Order.
Notifications provide the organization with information about an asset at specific times.
This information can be historical or it can lead to work that is needed to maintain the value of an asset.
Each notification contains data that specifically identifies the asset. This data is known as the assets Master Data. It includes the assets functional location.
07/19/2010
Term
Definition
Similar to a Maintenance Notification, but the work is on a non-SCE-owned asset or is done on behalf of a 3rd party.
Service Notification:
A Service Notification provides the organization with information about an asset. This information can be related to history or it can lead to work.
What makes a Service Notification different from a Maintenance Notification is that it involves providing a service to a non-Edison entity.
*
Like a Maintenance Notification a Service Notification provides the organization with information about an asset that relates to history or can lead to work.
What makes a Service Notification different from a Maintenance Notification is that it involves someone outside the company servicing an Edison Asset.
In some cases Edison establishes contracts with businesses partners outside the organization to provide maintenance and obtain historical data on its assets. These contracts lead to Service Notifications and are related to a specific purchase order.
07/19/2010
Term
Definition
An operational plan for work that will be performed. It includes activities defined as operations, and can include materials and services as well.
Work Order:
Work Orders can be created for capital or expense or both.
A Work Order can be the result of a request and is used to record the work done.
A Work Order may contain multiple operations, which in turn can contain multiple sub- operations. It can reference one or more technical objects; for example, functional locations or equipment.
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The next term and definition we will review is Work Order.
A work order is a detailed plan for maintenance tasks that will be performed. It includes scheduling of personnel, tasks, materials and costs. It contains specific technical information called Master Data.
It contains all the details of what is needed to complete the work including:
Identity and location
Materials
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EAM OVERVIEW
A short-term agreement between a service provider and SCE, in which services and/or materials are specified by SCE in the Service Order and then billed by the provider when the order is completed. A Service Order can be used for:
The specific planning of services, including the usage of materials, tools, and personnel.
Monitoring of the services.
Recording and settling of the costs generated by the Service Order.
Term Definition
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The next term and definition we will review is Service Order.
A Service Order is a Work Order with its customer and services information fields populated. Billing is enabled on a service order.
Service orders provide means for documenting the cost for services provided by business partners outside the Edison organization.
Despite the difference in name it is important to remember that: “a work order by any other name is still a work order”, it is always a detailed plan for work which includes scheduling personnel, materials, tasks and costs.
07/19/2010
The IPSEC Work Process
In this module you will review information and complete activities that provide additional details about EAM and IPSEC.
EAM OVERVIEW
MODULE 2
The five-step process is identified by the acronym IPSEC.
Each letter represents a single step in the process.
IPSEC organizes the work of work management into a five step process.
Schedule
Execute
Close
Identify
Plan
EAM Work Management* is the process that controls, organizes, maintains, and may add to the value of assets. It does this using a five-step process called:
IPSEC
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IPSEC is a five step cycle that EAM uses to control, organize and maintain assets.
The cycle begins with Identification of work that needs to be completed.
The work must then be planned. Plan is the second step in the IPSEC cycle.
Once the work has been planned it must then be scheduled. Schedule is the third step in the IPSEC work cycle.
After the work has been planned and scheduled it is then executed. Execute is the fourth step in the IPSEC cycle.
The final step in the cycle involves closing the work which includes charging staffing hours and paying for materials. The final step in the IPSEC cycle is Close.
07/19/2010
EAM OVERVIEW
Plan refers to actions taken to define operations - attach/edit a task list, add material and services - required to complete the work.
Schedule refers to the actions to find the “correct” time slot for the work that needs to be performed. Additionally, schedule refers to potentially adjusting Work Order sequence based on Work Order priority for a given Work Center.
Execute refers to actions taken to perform the work that has been planned and scheduled.
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Each of the five steps of the IPSEC cycle has a specific purpose.
Identify refers to recognizing that work must be done.
Plan refers to identifying which resources are needed to performed the work.
Schedule refers to selecting dates and times to perform the work.
Execute refers to doing the work.
And close refers to completing the accounting processes associated with the work that has been completed.
07/19/2010
EAM OVERVIEW
Let’s learn more about the 1st step in the IPSEC work process “Identify”.
Identify
Execute
Plan
Schedule
Close
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To learn more about the Identify step in the IPSEC work cycle point to the word Identify the in the cycle diagram.
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Identify refers to the creation of a Notification.
A Notification is the SAP object that is typically used to identify an issue and initiate work. The use of Notifications varies by Business Unit.
Notifications can be used to request and record service/maintenance as well as to provide information and document history on equipment.
Notifications can be used to process and perform work without a Work Order when no cost collection is required.
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Identify refers to actions taken to recognize required work.
The identification of work can occur when an asset is first identified by EAM. An example of this would be Edison’s purchase of a new Line Truck. The Line Truck (an Edison Asset) requires an oil change at 5000, 15000, and 25000 miles. Identify refers to documenting these asset maintenance tasks and placing them on a schedule.
When this activity is completed in SAP it is called a Notification.
The identification of work can also occur on an irregular basis such as unscheduled repairs. An example of this would be if a car accident would hit and damage a pole. Identify refers to reporting the need to replace the damaged pole (an Edison Asset). It involves communicating the need to have a new pole, equipment for replacing the pole, and the right staff to replace the pole at the same location and time for the work.
The communication is performed in SAP by completing a Notification.
The identification of work also refers to work other than schedule and unscheduled maintenance and repairs. Identification of work is also completed when calibration and measurement tasks are required.
An example of this would be pressure gauges in a heat exchanger at a nuclear power plant who’s readings need to be documented at specific intervals. Identify in this case, refers to announcing the work (reading of a heat exchange gauge) which needs to occur at a specific point at a specific location.
This announcement is initiated and performed through SAP using a notification.
07/19/2010
EAM OVERVIEW
Let’s learn more about the 2nd step in the IPSEC work “Plan”.
Identify
Execute
Plan
Schedule
Close
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To learn more about the 2nd step in the IPSEC Work Cycle point to the word “Plan” with your mouse.
07/19/2010
The IPSEC Work Cycle
Plan refers to actions taken to define operations - attach/edit a task list, add material and services - required to complete the work
Planning involves:
Assigning the responsible Work Group.
Defining Operations and labor resource requirements – labor hours and number of personnel.
Attaching task list to an Operation, where appropriate, detailing specific work steps.
Defining service/contractor needs.
Identifying work clearances and permits required (SONGS Only).
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Planning refers to…