INT-19 IntelaTrac and Workflow for Work Order Execution

Transcription

1 Slide 1

2 INT-19 IntelaTrac and Workflow for Work Order Execution David Nichamoff Global Practice Lead / #SoftwareRevolution /InvensysVideos /Wonderware Jason Vick /Group/Wonderware IntelaTrac User Community Manager, Technical Sales Consultant 2013 Invensys. All Rights Reserved. The names, logos, and taglines identifying the products and services of Invensys are proprietary marks of Invensys or its subsidiaries. All third party trademarks and service marks are the proprietary marks of their respective owners.

3 Agenda 1. CMMS Integration 2. Mobile Work Requests 3. Mobile Work Order Execution 4. Mobile Work Order Execution w/ Workflow Slide 3

4 CMMS Integrations

5 CMMS Integrations Two Types of CMMS Integrations Work Order Notifications Work Order Notifications (Scheduled, On Demand) Equipment/Locations Reference Values Work Order Execution Complete CMMS Work Orders on the handheld Update status, measurements points, etc. Integrations delivered or in progress for SAP, Maximo, Avantis, JDE, D7i Slide 5

6 Mobile Work Requests

7 SAP Work Notification Architecture Trigger Priority codes Scheduled Trigger Creates: Notification types Priorities.xml Equipment NotificationTypes.xml Locations Equipment.xml Cause Codes Locations.xml Problem Codes ProblemCodes.xml Time Interval Trigger IntelaTrac data transformation services import data into the IntelaTrac Database ObjectParts.xml Object Parts CauseCodes.xml Scheduled Creates: Work Order Notifications Time Interval Notification.xml Work Order Notifications On Demand On Demand Updates SAP PM IntelaTrac data transformation services import data into the IntelaTrac Database IntelaTrac data transformation services outputs data guid.xml Slide 7 Every Transfer Every Transfer

8 Procedure Builder Configuration Designed into the workflow Action Name carried over to WOR Notes entered carried over to WOR Slide 8

9 Mobile - Create & View Work Requests Review Existing Work Requests Create an ad-hoc Work Request Lists defined by CMMS Work Request Triggered from an Action Existing Requests are displayed for review Some fields are auto populated Slide 9

10 Using Workflow for Alternative Approval Process Requirement for an or form based Work Order Notification process outside of SAP Wonderware Workflow can be used to trigger alternative approval and notification steps The original submitter is notified of WON success or failure The following diagram clarifies the process: Slide 10

11 Start A new anomaly request raised in the external system will trigger a workflow Anomaly request details sent to maintenance operator through Skelta form for action Notification Discard Notification Form data with added comments END Area CTO Notify Notify Initiator END Slide 11 OPMAN

12 Mobile Work Order Execution

13 Mobile WO Execution- Customer Value Compensate for deficiencies in the CMMS. Improved Material Coordination: Material Reservations from a mobile environment enables customers to increase wrench time by allowing parts to be ordered remotely and either delivered by a parts runner or picked up when order is ready instead of waiting for materials to be picked. Improved Planning: IntelaTrac enables Intelligent workflow (e.g. Decisions, Conditional Tasks, Dynamic Limits/Actions, etc.) Attachment of Digital copies of all relevant Manuals, Guides and Procedures to be used on the mobile computer. Slide 13

14 Mobile WO Execution- Customer Value Compensate for deficiencies in the CMMS. Improved Scheduling: IntelaTrac Schedule Manager provides workload balancing metrics to help ensure resources are not being overloaded. Additionally, more accurate job completion times enable Planners to more accurately estimate durations based upon historical WO data. Increased Field Supervision: IntelaTrac enables procedural enforcement, data visibility at a granular level, and ed exception reporting. This enables current Supervisors to work more efficiently thus reducing the need to add additional headcount. Decreased Travel: Mobile environment allows Mechanics to have all relevant reference materials at their fingertips including, trendable historical data of all tasks within the repair/pm procedure. Additionally, several WOs can be made available to Mechanics on the mobile allowing them to change to a different WO if the equipment they are supposed to work on is unavailable. New WOs can be sent to the mobile while Mechanic is in the field. Measure Progress: IntelaTrac provides consistent and accurate updates of WO history information to the CMMS. Additionally, the granular data that is only available in IntelaTrac can be; Integrated into other 3rd party systems Trended Reported on (Exception, Compliance, Bad Actors, etc.) Slide 14

15 CMMS Interface Scope (SAP) Mobile Work Orders for Execution Material Reservations Attached Documents Measurement Points (As Found As Left Conditions) Material Returns Exceptions and Exclusions Planned Preventive Maintenance Work Orders for Execution Work Order for Scoping Material Reservations Attached Documents Measurement Points (As Found As Left Conditions) Material Returns Corrective Orders Asset Hierarchy Reference Data for WON Component Lists (BOM) Asset Types Work Order Types Work Order Status Planner Groups Work Centers Fault Codes Exception and Exclusion Codes SAP Master Data Attached Documents *grouped by asset and document type Document Repository Junot Middleware Based Architecture Work Notifications Mobile Work Order Notifications Slide 15 Web Service Based Architecture

16 SAP Work Order Execution The PM Operation can be associated to a Checklist Procedure in IntelaTrac. By associating Procedures with SAP Operations, you combine the rich user experience of an IntelaTrac round with existing SAP WO Infrastructure. Slide 16

17 SAP Work Order Execution 1. Work Center Determines which Role the dynamically created IntelaTrac round will be scheduled to. 2. Schedule Start Determines when the Work Order will be scheduled in IntelaTrac for completion. 3. Actual Start/End- Data is captured on Mobile computer in IntelaTrac and later sent back to SAP as an update. 4. Equipment Defines the Asset that will be associated to the Work Order that is dynamically created in IntelaTrac. Slide 17

18 SAP Work Order Execution Slide 18 Confirmation Confirmation is confirmed on Mobile computer and SAP is updated upon the next Mobile synchronization. Actual Work User enters Actual Work on Mobile computer. This can be different than Actual Start/End times. SAP is updated upon the next Mobile synchronization. Actual Duration- User enters Actual Duration on Mobile computer. This can be different than Actual Start/End times. SAP is updated upon the next Mobile synchronization. Work Start/End User enters Actual Start/End Times on Mobile computer. This can be different than Actual Start/End times. SAP is updated upon the next Mobile synchronization. Custom Fields. Custom fields and enhancements can also be updated.

19 Mobile Work Order Execution w/ Workflow

20 Invensys Lubrication Management System The LMS is being designed to allow technicians the ability to Prioritize, Collect, and Document Lubrication PMs in an efficient and logical format. Slide 20

21 Invensys Lubrication Management System Work Process Slide 21

22 Step 1 Prioritize Activities The flow of work will start with the LMS having the ability to prioritize specific lubrication activities along with their assigned assets. The prioritization process is to remain dynamic having the ability to update automatically based on completed activities and conditional based findings. Priorities will be based on but not limited to the following criteria: Equipment Criticality Calendar/Run Based Timing since last activity Criticality of Activity Overdue Task Priority Progression Slide 22

23 Work Prioritization Inputs into the system will be organized into a list of activities by priority e.g. H/M/L. Based on but not limited to the following factors; Equipment Criticality Calendar/Run Based Timing since last activity Criticality of Activity Overdue Task Priority Progression Event Driven Slide 23

24 Round List Prioritization Once activities are prioritized, the work is then categorized by specific parameters defined by the Technician or Planner: Operating/Permit Area Lube Type Activity Type Required Tools Required Materials Craft Capable of Completing the Work Man Hours per Activity Proper Activity Status Slide 24

25 Summary IntelaTrac Compliments the CMMS by Providing: Procedural Enforcement Best Practices Execution Increased Mechanical Reliability Timely and Accurate completion of PMs ensures High Asset Availability. PM Execution Optimization Work Prioritization for PM Compliance. Reduced Wrench Time Attached Documents and Historical readings help Mechanics do their jobs more efficiently. Continuous Improvement Eliminate Paper, Reduce Errors, Deploy Changes Quickly Slide 25

26 Slide 26