Best Practice Guide for the Co-Installation of Maximo Asset Configuration Manager (ACM) and Maximo for Transportation (Tr)

Transcription

1 Best Practice Guide for the Co-Installation of Maximo Asset Configuration Manager (ACM) and Maximo for Transportation (Tr) August 20, 2013 Version 1.0 Authors: Carey Clarke - Lead Architect, Maximo for Transportation Rob Powell - Lead Architect, Maximo ACM Lee Cotton - Senior Developer / Architect, Maximo ACM Page 1 of 14 IBM Version 1.0

2 Table of Contents Introduction...3 Product Features Asset Attributes Assets Campaigns versus Technical Records Classifications Consists versus Model Build Hierarchies Fuel Issues and ACM Items Logs Preventive Maintenance Mechanic s Clipboard Asset Templates versus New Asset Assemblies Purchase Orders Purchase Requisitions Quick Reporting Receiving Request for Quotations Work Order Tracking...14 Page 2 of 14 IBM Version 1.0

3 Introduction The IBM Maximo Asset Configuration Manager (ACM) and IBM Maximo for Transportation products are designed to be both installed independently and installed in the same Maximo environment. In order to support independent operation within similar industries, the two products do contain some similar features and applications as well as unique features and applications that rely on a common data source. When installed together, these features and applications complement each other but may, in certain scenarios, also cause confusion as to the best practice for using one product s feature or application versus the other. In this guide we will provide suggestions for the best practice usage of these features and applications. Recommendations made in this document must be considered within the context of the licenses you own for your products. This document is a reference guide for IT Specialists and IT Architects implementing IBM Maximo Asset Configuration Manager and IBM Maximo for Transportation. This document, although its concepts can apply to other releases, is based on the new releases of Maximo ACM and Maximo for Transportation currently planned for Q3, Page 3 of 14 IBM Version 1.0

4 Product Features 1. Asset Attributes Asset Attributes (CM) and Asset Attribute Setup (CM) are applicable to ACM Assets only; this feature is used in the Fleet Management and Security Groups (CM) applications. The ACM attributes are not related to the core Maximo Classification / Attribute feature. 2. Assets Both ACM and Transportation contain a version of the Assets application. For implementations where you will want to take advantage of features of both ACM and Transportation, it is possible to merge the functionality of the two products applications into a single asset application. Instructions to merge the capabilities of the Assets (Tr) and Assets (CM) applications can be found here: For implementations where you wish to manage only ACM assets in the Assets (CM) application and other assets in the Assets (Tr) application, you can use the data restriction options in the Security Groups application to control access to assets. One method to control access is by using the database attribute that denotes an ACM managed asset. If the database attribute PLUSACATID in the ASSET object is not null, the asset is an ACM managed asset. The Assets (CM) / View tab is used to view and manage associated PMs and Meter records related to all ACM managed assets. Page 4 of 14 IBM Version 1.0

5 3. Campaigns versus Technical Records There are similarities between the concepts of the Campaigns feature of Transportation and Technical Records in ACM. You should be aware of the differences between these two features and apply them to your implementation as per your requirements. Use Technical Records to manage design changes for ACM managed assets. If the database attribute PLUSACATID in the ASSET object is not null, the asset is an ACM managed asset. For other assets, the Campaigns (Tr) application can be used. ACM Technical Records The Technical Records (CM) application records technical records from manufacturers, vendors, regulatory agencies, and others. Technical records contain information, such as airworthiness directives or customer service notices, from vendors, manufacturers, and regulatory agencies. Technical records can trigger maintenance events and affect work planning forecasts. The Technical Records (CM) application tracks the following information: Identifying details Effected assets Preventive maintenance (PMs) and job plans for implementing work requirements Status or method of compliance of each affected asset Examples of using technical records The records department of your enterprise receives a new bulletin, directive, notice, or other type of publication. This publication might come from a manufacturer, vendor, regulatory body, or another authorized department in the enterprise. You create a technical record to document the new information and attach any supporting electronic documentation. You establish criteria to identify the assets affected by the technical record. Criteria can include position, part number, serial number range, models, or variations of models. You can create initial preventive maintenance records (PMs), job plans, and possibly follow-up PMs that establish work requirements. You can also enter PM actions to define the interaction among PMs. Other technical records might deactivate the PMs. If your records department receives a new bulletin, directive, notice, or other publication that supersedes an existing technical record. You define the superseding technical record. Then you open the superseded technical record and change it to point to the superseding technical record. The status of the superseded technical record is changed from Active to Superseded. Your enterprise receives a new asset and decides that it should be a configuration-managed asset. You create an asset record for it and designate it as a configuration-managed. The build data interpreter for technical records with which the new asset must comply. PMs and any work orders Page 5 of 14 IBM Version 1.0

6 necessary to initiate the compliance process are generated for any technical records that the new asset must comply with. A regulatory body or an internal audit department notifies your enterprise that it plans to investigate the incorporation status of one or more technical records. You create a report to identify the compliance of assets associated with the applicable technical records. Transportation Campaigns A campaign is a group of the same or similar work performed on similar assets. For example, you might create a campaign to paint the new company logo on all company vehicles. The Campaigns (Tr) application lists all work orders that have a work type of CMP. You can identify assets affected by the campaign. You can determine the work that must be accomplished for the campaign and track this work. You can view and modify campaign details such as the GL account, scheduling information, and ownership. You can use work packages to perform the following tasks: View assets that are attached to the campaign. Attach one or more asset lists to the campaign. Generate work orders and PMs for the identified assets. List all work orders associated with the campaign. You can use work log entries to view inbound and outbound communications about the current record. A work log entry contains information related to the current record. You can make a work log entry viewable or keep it hidden from users. If a log entry is visible, users can view their own work log entries in the Service Requests application. A campaign can include a review process. You define a responsible department, responsible person, due date, and other details for the review. The campaign administrator can track the people and groups who are part of the review process and when their review is due for completion. 4. Classifications The Classifications (Tr) application makes only one minor change to the original version of the application. This is value list domain on the Section field. The Classifications (Tr) application can be used for all assets. Page 6 of 14 IBM Version 1.0

7 5. Consists versus Model Build Hierarchies There are similarities between the Transportation Consists and ACM Model Build Hierarchy. You should be aware of the differences between these two features and apply them to your implementation as per your requirements. Build Hierarchies should be managed using the Models (CM) application. Transportation Consists A consist is the stipulation and arrangement of components or elements, such as the assets that comprise a railroad train. A consist template is a record that serves as a plan or model for one or more consists. The template specifies the requirements and rules for any consist that is based on the template. You create templates in the Consist Templates (Tr) application. The template specifies the required and optional types of assets for consists that are based on the template. The template also specifies the required and optional positions of assets in the consist. You create consists in the Consists (Tr) application. Individual consists must be based on a consist template that is in Active status. A consist record specifies the actual assets that make up a consist. The assigned assets must meet the consist rules that are inherited from the consist template. The rules are enforced in the Consists (Tr) application when you try to make a consist operational. ACM Build Hierarchy in Models The ACM Model application is used to define the as designed configuration of an asset, this includes the assets build hierarchy. The build hierarchy is created in the Build Hierarchy and Position Rules tab of the Model application the hierarchy consists of Build Items that are related by parent / child relationship and position. Configuration rules may also be set up in this tab, these define the validity of the configuration and are used in the Assets(CM) application to check that the asset is valid as compared to its associated Model. Page 7 of 14 IBM Version 1.0

8 6. Fuel Issues and ACM Items To issue fuel and fluids from bins, or tanks, in storerooms, you use the Fuel Issues (Tr) application. You can view fuel and fluid issue information, and update meters that are associated with fuel issues. Before you can issue a fuel or fluid, the item must be created as a fuel or fluid in the Item Master (Tr) application. The fuel or fluid item also must be added to a storeroom and assigned to a bin. When you issue metered items such as fuel, the meters for the asset that receives the fuel are updated. You should not use an ACM item, other than an End Item, as a fuel or fluid item. An End Item is defined where PLUSACMBUILD.INDICATOR = E. 7. Logs Both ACM and Transportation contain a solution to record trip details, problems, and other trip related information. For implementations where you will want to take advantage of features of both ACM and Transportation, the best practice recommendation is to use the Log Book (CM) application. For implementations where you wish to manage only ACM assets in the ACM applications and other assets in the Transportation applications, you can use the data restriction options in the Security Groups application to control access to assets. One method to control access is by using the database attribute that denotes an ACM managed asset. If the database attribute PLUSACATID in the ASSET object is not null, the asset is an ACM managed asset. ACM Log Books For ACM, you create and maintain logs to track information such as trip details, problems that occurred during a trip, maintenance recommendations, work orders, and crew certifications. Use of logs in the maintenance process You can create and maintain logs. Logs include information such as trip details, problems that occurred during a trip, maintenance recommendations, and work orders. Logs also contain information about the crew and crew certifications. Log statuses Page 8 of 14 IBM Version 1.0

9 You can manage the status of a record in the Log Book (CM) application to ensure that the "release to service" of the asset is in accordance with regulatory requirements. Creating logs Logs can fulfil the requirements of regulatory authorities, for example, the Federal Aviation Administration (FAA), or internal requirements. Logs include information about any number of trips by the same aircraft or rail vehicle. Transportation Logs To maintain a log of problems reported by vehicle operators, and to track the status of the reported issues, you use the Logs (Tr) application. You can search for existing logs, create and modify logs, record asset problems, and record meter readings. You can create one log per day per vehicle. Or you can create one log that covers a single trip with multiple legs made over several days. The log contains information about fuel consumption, miles travelled, and other trip-related details. You can report information about any vehicle problems that you noted on the trip. Both the driver and the mechanic can provide information about the problem. Problems can be reviewed by the appropriate personnel, and work orders can be generated to deal with the problems. You can monitor the status of reported problems and quickly see if issues have not been addressed. You can also use the Logs (Tr) application to track vehicle and fuel use. For example, you can track fuel consumption by state or province for your commercial interstate vehicles. Or, you can track on-road use versus off-road use. You can record the origin of the vehicle, its destination, fuel use, and date of refuelling. You can record the states, provinces, or countries travelled, or the type of use. You can report and track the miles or hours of vehicle use. And you can record meter readings and add comments about the asset. Record estimated or actual consumption of fuel in the Trip Detail section. Record purchased fuel on the Log Meter Readings subtab. You also use the Log Meter Readings tab to record other asset meter readings. You can export the readings to the meter readings table, they can then be viewed in the Assets (Tr) application and on the Meter Readings windows. Page 9 of 14 IBM Version 1.0

10 8. Preventive Maintenance Both ACM and Transportation contain a version of the Master PM and Preventive Maintenance applications. Use the Master PM (CM) and Preventive Maintenance (CM) applications for ACM managed assets. If the database attribute PLUSACATID in the ASSET object is not null, the asset is an ACM managed asset. For other assets, the Master PM (Tr) and Preventive Maintenance (Tr) application can be used. 9. Mechanic s Clipboard The Mechanic s Clipboard application in Transportation provides a simplified way to manage work queues and work orders. Use the Work Order Tracking (CM) application when you are required to be aware of or utilise ACM related information or processes such as the Minimum Equipment List (MEL), deferral process, install/remove, MEL robbery etc. Mechanic s Clipboard (Tr) To assign yourself to work and to report on work accomplished within the same application, use the Mechanic's Clipboard (Tr) application. You can record work order and asset information, such as labor hours, material and tool usage, meter readings, and asset condition and status changes. The Mechanic's Clipboard (Tr) application has a read-only work list and tabs on which you can view and record labor, materials, and tools information about the selected work order. The work list shows work orders, tasks, and assignments. You can add an assignment to an existing work order. Click a row to select it, then click Start Assignment to begin recording work time. You can select only one record at a time to be started, interrupted, or finished. If a labor code is currently started on a work order or task (is currently "on the clock"), that labor code cannot be started on another work order or task. When you interrupt or finish an assignment, labor hours are recorded on the Labor tab. You can also record material and tool usage information for the work order. Page 10 of 14 IBM Version 1.0

11 When you use the Mechanic's Clipboard (Tr) application, periodically refresh the work list to update it with data that is entered by other users. Status of work assignments The assignment status indicates the position of a work assignment within the work process flow. Priority preferences for work assignments You can manage the calculations for work priority and the response time for work priority for your work assignments. Parameter preferences for work assignments You can manage the parameters of work assignments. For example, you can specify whether labor transactions are created when an assignment is interrupted or finished. Work list filters You can filter the Work List table window to show only work order records or only assignment records. Recent repairs You can view recent repairs to the asset that is on the current work order. You specify how recent repairs are defined and displayed in the Organizations (Tr) application. Repeat repairs You can view repeat repairs to the asset that is on the current work order. You specify how repeat repairs are defined and displayed in the Organizations (Tr) application. Qualifications and qualification requirements A qualification requirement is a skill level, license, or certificate that is needed for a work order task or an assignment. Qualification requirements are associated with tasks and assignments. Qualifications are associated with labor codes. 10. Asset Templates versus New Asset Assemblies There are similarities between the functions of the New Asset Assemblies (CM) and Asset Templates (Tr) functions, each application allows the user to create new assets and to apply the preconfigured characteristics of the Model (for ACM) or Asset Template (for Transportation). For ACM managed assets, use New Asset Assemblies (CM). If the database attribute PLUSACATID in the ASSET object is not null, the asset is an ACM managed asset. The Asset Templates (Tr) application can be used to supplement ACM managed assets with warranty, spare parts and Condition Monitoring (CM) points only (not meters or PMs these are set up against the Model / Build Item / CM Item). For other assets, the Asset Templates (Tr) application can be used. Page 11 of 14 IBM Version 1.0

12 Asset Templates (Tr) To create asset templates so that you can apply identical information to multiple assets, use the Asset Templates (Tr) application. You can specify any or all of the following standard asset information for an asset template: Type Year Make Model Vendor Default asset description Information about costs Information about motor-pool use To create new asset records that are based on an asset template, use the Generate New Assets window. You can create one or more individual asset records, or you can create a numbered series of asset records. To apply an asset template to selected existing asset records, use the Apply to Existing Assets window. To view, edit, or add operator qualifications for the asset template, use the Operator Qualifications window. Assets that are based on the template have the operator qualification requirements that are specified. The qualifications are for the asset operator only. Attention: If you apply the template to existing asset records, data from the fields on the template replaces any data in the corresponding fields of the asset records. However, if a field on the template is empty, the contents of the corresponding field on asset records is not changed. New Asset Assemblies (CM) Some complex assets, such as aviation and rail asset assemblies, have thousands of tracked components, which can take days to identify and initialize the component data. To facilitate management of complex assets, virtual assets are created for the corresponding models. With the New Asset Assemblies (CM) application, you can add, view, or modify subassemblies of a new asset assembly. You can perform the following actions: Generate a virtual asset from the corresponding model. Assign asset numbers and serial numbers to subassembly components. Assign meters to the end item and its subassemblies. A new asset assembly remains separate from production assets until you confirm that the assembly is ready for production. This process is also known as phase in or induction. Page 12 of 14 IBM Version 1.0

13 11. Purchase Orders Both ACM and Transportation contain a version of the Purchase Order application. Use the Purchase Order (CM) application if the purchase order includes items that are related to ACM CM Items (with associated Model, Variation and Label). The Purchase Order (Tr) application can be used for other purchases. 12. Purchase Requisitions Both ACM and Transportation contain a version of the Purchase Requisition application. Use the Purchase Requisition (CM) application if the purchase order includes items that are related to ACM CM Items (with associated Model, Variation and Label). The Purchase Requisition (Tr) application can be used for other purchases. 13. Quick Reporting The Quick Reporting (Tr) application in Transportation provides support for the features of the Transportation product, warranties, maintenance codes, etc, when managing work orders. Use the Work Order Tracking (CM) application when you are required to be aware of or utilise ACM related information or processes such as the Minimum Equipment List (MEL), deferral process, install/remove, MEL robbery etc. Page 13 of 14 IBM Version 1.0

14 14. Receiving Both ACM and Transportation contain a version of the Receiving application. Use the Receiving (CM) application when receiving items that are related to ACM CM Items (with associated Model, Variation and Label). The Receiving (Tr) application can be used for other purchases. Once a receipt that includes ACM assets is complete, the assets then have to be created in the New Asset Assemblies Receiving application (CM). 14. Request for Quotations Both ACM and Transportation contain a version of the Request for Quotations application. Use the Request for Quotations (CM) application if the purchase order includes items that are related to ACM CM Items (with associated Model, Variation and Label). The Request for Quotations (Tr) application can be used for other purchases. 15. Work Order Tracking Both ACM and Transportation contain a version of the Work Order Tracking application. For implementations where you will want to take advantage of features of both ACM and Transportation, it is possible to merge the functionality of the two products applications into a single asset application. Instructions to merge the capabilities of the Work Order Tracking (Tr) and Work Order Tracking (CM) applications can be found here: 01.ibm.com/support/docview.wss?uid=swg For implementations where you wish to manage only ACM assets in the Work Order Tracking (CM) application and other assets in the Work Order Tracking (Tr) application, you can use the data restriction options in the Security Groups application to control access to assets. One method to control access is by using the database attribute that denotes an ACM managed asset. If the database attribute PLUSACATID in the ASSET object is not null, the asset is an ACM managed asset. Page 14 of 14 IBM Version 1.0