EAM Notes

Enterprise Asset Management (EAM)

Introduction to EAM

  • EAM focuses on managing fixed assets through their lifecycle, including maintenance, service, and repairs.

EAM Functions/Functionalities

  • External Assignment:
    • Outsourcing repairs or tasks when the organization lacks necessary personnel or facilities.
    • Sending equipment out for upgrades.
  • Refurbishment:
    • Upgrading equipment to extend its lifespan or improve performance.
  • Preventive Maintenance:
    • Performing maintenance proactively to prevent breakdowns.
    • Aiming to preempt failures rather than reacting to them.
  • Project-Oriented Plant Maintenance:
    • Managing maintenance for plants or a customer's plants as projects.
    • Recognizing that plant equipment maintenance involves many moving parts.
  • Shift Reports and Shift Notes:
    • Maintaining records of work done on equipment.
    • Ensuring continuity and preventing redundant tasks.
    • Providing proof of completed work that has been done to the equipment.

EAM Organizational Structure

  • Familiar Levels:
    • Client
    • Company Code
    • Plant
  • EAM-Specific Levels:
    • Maintenance Plant: Plant where technical objects are installed.
    • Maintenance Planning Plant: Plant where maintenance tasks are planned and prepared.
    • Maintenance Planner Group: Responsible for planning and processing maintenance tasks in a work center.
      *Planning Plant Oriented of the Unit

Details of EAM-Specific Levels

  • Maintenance Plant:
    • Includes technical objects solely for maintenance.
    • Specifies the location of the maintenance plan.
      *Plant Section that fixed assets are going to be maintained.
    • Example: Buildings, machines, vehicles at an army post.
      *Indicates responsibility for working assets.
  • Maintenance Planning Plant:
    • The plant where maintenance tasks are planned in a work center.
  • Maintenance Planner Group:
    • Responsible for planning and processing maintenance tasks.
    • Vital to note which work center plans are being made for.

Master Data

Functional Locations

  • Hierarchically organized structures representing systems, buildings, or areas.
  • Normally fixed and do not move.
    *Relates to the maintenance plan where the work centers are.
    *Where work centers are found.
  • Examples: Technical systems, facilities for maintenance.
    *Base, crane
  • Criteria for Structuring/Defining Maintenance Objects:
    • Spatial: Relates to buildings.
    • Technical: Relates to technical objects like pumping plants or cranes.
    • Functional: Relates to the role being played, such as production of bicycle frames or packaging.
  • Can subdivide objects into similar maintenance units.
    *If a particular location deals with buildings, then it can group of the buildings in the organization together.
Advantages of Functional Locations
  • Structural depiction of a technical plant, showing physical location.
  • Planning and performing maintenance tasks.
  • Verification of maintenance tasks.
  • Data storage for extended periods.
  • Cost monitoring.
    *Historical analysis to improve the behavioral aspect of the organization.
    *Exists as long as the organization exists.
    *Analysis under different condidtions

Equipment

  • Individual and autonomous technical units.
  • Physical objects for which maintenance tasks are planned and performed.
  • Usually mobile.
  • Examples: Pumps, personal computers, replacing fans, engines.
  • Can be placed in functional locations.
Advantages of Equipment Management
  • Administration of individual objects and data.
    • Labeling equipment to avoid confusion, especially with similar equipment.
  • Cost object tracking.
    • Monitoring costs associated with equipment usage and maintenance.
  • Data gathering and analysis for extended periods.

Bill of Materials (BOM)

  • A complete, structured list of all components of a fixed asset (equipment, building, machinery).
  • Important for knowing what goes into making the fixed asset, which aids in maintenance, parts replacement, and repairs.
  • Can be allocated to functional locations or equipment.
    *Related to the single level and multi level.
    *Material that is needed to maintain the equipment itself.
    *Semi finished material that has its own bill of materials.
    *Assemblies
Advantages of Having a BOM
  • Structuring of objects.
    • Grouping and defining equipment based on components.
  • Service parts planning and maintenance orders.
    • Knowing the parts needed for maintenance during planning.
      *Maintenance Task Lists

EAM Process: Planned Repair

  • Five steps:
    • Notification: Recognizing malfunctions or requirements.
    • Planning:
    • Controlling:
    • Implementation:
    • Completion:

1. Notification

  • Gathering malfunctions and other requirements.
  • Content of notification:
    • Technical object (equipment).
    • Location data (where the equipment is).
    • Reporting party (who reported the issue).
    • Description of the issue.
    • Date of notification.
    • Breakdown of the fault.
      • Location of the damage.
      • Damage cost code. (Mechanics will tell you in the code, for example.)

2. Planning

  • Order creation (maintenance order).
  • Triggered from a notification.
  • Steps involved:
    • Steps to be performed to fix or maintain the asset.
    • Spare parts required (knowledge of the BOM is vital).
    • Any specialized tooling.
      *Maintenance orders can be created from maintenance plans, notifications, or created without reference documents.
      *Maintenance Plans
      *Material Reservations can take place upon orderly.
      *Plant costs are calculated based on internal activity rates and external service costs.

3. Controlling

  • Order release is carried out once planning has been completed.
  • Maintenance orders provide:
    • Mass change/edit.
    • Availability check for spare parts.
    • Capacity requirements planning.
    • Printing work instruction sheets.

4. Implementation

  • Performing the planned maintenance.
  • Planned and unplanned material withdrawals (goods issued) are possible.

5. Completion

  • Order completion steps:
    • Time confirmation.
    • Technical completion confirmation.
    • Technical completion (ends the process).
      *Customer billing can be performed after successful technical completion.