Primavera Unifier Maintenance Management. User Guide

Transcription

1 Primavera Unifier Maintenance Management User Guide Version 9.10 November 2012

2 ii Copyright Copyright 1998, 2012, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. The platform-specific hardware and software requirements included in this document were current when this document was published. However, because new platforms and operating system software versions might be certified after this document is published, review the certification matrix on the My Oracle Support Web site for the most up-to-date list of certified hardware platforms and operating system versions. The My Oracle Support Web site is available at the following URL: If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate failsafe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. This software or hardware and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. To view a list of third party technology disclosures related to this product, please see the Notices and Disclosures document for the release.

3 CONTENTS Introduction Welcome to Unifier Maintenance Management Work Order Users and Locations Work Order Users and Roles Maintenance Management and Unifier Integration Notifications and Maintenance Management Users Corrective Work Order Processing Preventive Maintenance Scheduling Inventory Management Roles in Maintenance Management Maintenance Management Interface Nodes and Logs Records Windows How Do I Use This Guide? Getting Help Where to Get Support Access to Oracle Support Getting Started Getting Started Tasks Access Maintenance Management Search for Records in Logs Create and Manage Saved Searches in Logs Use Maintenance Management Pickers Print Records Create Maintenance Management Reports Use Audit Logs Add Cost Codes to Track Costs in the Generic Cost Manager Create Cost Codes Create Service Center Teams Create Account Codes

4 iv Create Locations Activate or Inactivate Locations How Do I... Tasks Primary Maintenance Management Tasks by Role How Do I... Service Request Tasks Create a Service Request Create a Work Order from a Service Request Change the Work Order Associated with a Service Request Cancel a Service Request Add Additional Comments View a Service Request Edit a Submitted Service Request How Do I... Work Order management Tasks Manually Create a Work Order Edit a Work Order View a Work Order Schedule A Work Order Start Work on a Scheduled Work Order Cancel a Work Order Reschedule a Work Order Complete a Work Order Validate the Completion of a Work Order Close a Completed Work Order Open a Completed Work Order for Rework Apply a Job Plan Change Location Change a Service Center Create an Invoice Approve or Reject an Invoice Material Order Create a NEW Material Order Create a Material Order item How Do I... Inventory Management Tasks Create and View Warehouse Locations and Bins Define Units of Measure Activate or Inactivate Units of Measure Create Vendors Create Items in the Item Master View Items in the Item Master Receive Items into Inventory Transfer Items Issue Items from Inventory Return Items to Inventory Check Status and Quantities Of Work Order Items in the Log View Material Transaction Records Mark Work Order Items as Completed Check for Item On-Hand Quantities

5 v Enter Physical Inventory Reconcile Physical Inventory Issue Locally (From Self-Service Bin) Return Locally (To Self-Service Bin) Purchase Items from a Vendor Order Items From a Warehouse How Do I... Preventive Maintenance Tasks Set Up a Master PM Book Create PM Books by Assigning Equipment Activate or Inactivate Master PM Books Manually Set up a PM book Automatically Create Work Orders from a PM Book Manually Generate a Work Order from a PM Book Activate or Inactivate PM Books Automatically Create a PM Book by Associating a Master PM Book with an Equipment. 57 Create Multiple Work Orders from an Equipment or Equipment Log Set Up a Job Plan Activate or Inactivate Job Plans Set Up Uniformat II Codes Create Equipment Activate or Inactivate Equipment View Work Order History for an Equipment Create Master Meters Activate or Inactivate a Master Meter Enter a Meter Reading for an Equipment View a Meter Reading for an Equipment Work Order Management About Work Orders Types of Work Orders Work Order Priorities Work Order Statuses Work Orders and Shells Work Order and Inventory Work Orders and Preventive Maintenance Work Orders and Job Plans Work Order Responsibility Actual Costs and Work Order Tasks Service Center Team-Related Tabs Members (Service Center Team) Service Request-Related Tabs Attachments (Service Request) Work Order-Related Tabs Tasks Related to Work Order Migrate 9.4 Record of Service Items related to Work Order Notes related to Work Order Attachments related to Work Order

6 vi Child Work Orders (Work Order) Service Requests related to Work Order Team related to Work Order Invoice-Related Tabs Invoice Lines (Invoice) Attachments (Invoice) Work Type Report Time Spent on Administrative Tasks Inventory Management About Inventory Management Inventory and the Item Master Warehouse Locations and Warehouse Bins Inventory and Material Transactions Inventory and Costs Inventory and Vendors Item Master-Related Tabs Inventory (Item Master) Vendors (Item Master) Inventory-Related Tabs On-Hand Details (Inventory) Inventory On-Hand Details-Related Tabs Material Transactions (Inventory On-Hand Details) Warehouse Location-Related Tabs Bins (Warehouse Location) Preventive Maintenance About Preventive Maintenance Master PM Books PM Books Job Plans Job Plan Sequencing and Preventive Maintenance Work Orders Preventive Maintenance and Equipment Preventive Maintenance and Auto-Generation of Work ORders Preventive Maintenance and Meters Master PM Book- Related Tabs Time Schedules (Master PM Book) Meter Schedules (Master PM Book) Related PM Books (Master PM Book) PM Book - Related Tabs Time Schedule Tab (PM Book) Meter Schedules (PM Book) Related Work Orders (PM Book) Job Plan-Related Tabs Job Plan-related Tasks Job Plan-related Items Equipment-Related Tabs

7 vii Associate master Meters with Equipment PM Books (Equipment) Child Equipment (Equipment) Related Work Orders (Equipment) Attachments (Equipment) Administrative Tasks Prerequisites in Unifier - Mandatory and Optional Mandatory Maintenance Management Tasks Configure Access to Maintenance Management Set Application Properties Optional Administrative Tasks Import and Export Records Customize Notification Templates Create and Maintain Landing Pages

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9 1 INTRODUCTION In this chapter Overview of Unifier Maintenance Management application Roles in Maintenance Management Maintenance Management Interface How do I use this guide? Getting help

10 Chapter 1: Introduction Welcome to Unifier Maintenance Management 2 WELCOME TO UNIFIER MAINTENANCE MANAGEMENT Unifier Maintenance Management is an integrated module in the larger Unifier application that allows you to create and manage work orders that keeps your enterprise running. The application includes the ability to create corrective work orders to resolve issues that can arise such as water leaks or other building maintenance needs and help set up preventive maintenance work orders and schedules to provide the on-going maintenance of equipment. The information collected in Maintenance Management allows you to schedule work, track equipment status, manage inventory, create tasks, and analyze costs. Combined with the functionality in Unifier, Maintenance Management presents a robust solution for getting work done in your enterprise, from service request generation to work completion. The application gives you control over work and equipment life-cycles, including: Submission of service requests through the Self-Service Portal Strategic and short-term planning Corrective and preventive Inventory management Cost analysis (using the Cost Sheet in Unifier s Generic Cost Manager) Location identification (defining the Location entity) Reporting Maintenance Management contains these core modules: Work order execution: Corrective and preventive maintenance work orders. See Work Order Management" on page 63 and How Do I... Work Order management Tasks" on page 33 for details. Users can manually create corrective work orders, or use the preventive maintenance functions to schedule periodic work orders for maintenance and inspections. Inventory management: Material transactions to add inventory, transfer material, issue returns, restock parts, and otherwise manage work order maintenance parts inventory. See Inventory Management" on page 83 and How Do I... Inventory Management Tasks" on page 42 for details. Preventive maintenance: Equipment maintenance based on a scheduled work order creation This module supports the manual and automatic creation of work orders based on time or meters. See Preventive Maintenance" on page 93 and How Do I... Preventive Maintenance Tasks" on page 52 for details. WORK ORDER USERS AND LOCATIONS Locations provide the important link between the work and the user in Maintenance Management. For this reason, the Unifier users required to work on Maintenance Management must have a location associated with that user. In Maintenance Management, Location entities can be created that contain a shell, a cost code, and a user contact. WORK ORDER USERS AND ROLES Unifier users are assigned Maintenance Management roles by the Company Administrator to enable them to use the application. Each user that is assigned to a role must have a location associated with that user. Maintenance Management uses the location specified for each user to link that user to the work orders associated with the user. Also, cost roll ups can be specified to occur to the Generic Cost Sheet associated with a specific location.

11 Chapter 1: Introduction Welcome to Unifier Maintenance Management 3 Administrators can set the location property for a default user location. See Set Application Properties" on page 111 for details on setting the default location property for users. MAINTENANCE MANAGEMENT AND UNIFIER INTEGRATION Maintenance Management is part of Unifier, and when you click the Applications tab, appears as a node in the Unifier Navigator. The Navigator view you see will depend the user role you have been assigned by the Unifier Company Administrator. Maintenance Management relies on some specific Unifier features to present you with a full spectrum of Maintenance Management functionality. You must have these features set up in your Company in Unifier order to be able to use them with Maintenance Management. Note: Maintenance Management works with Unifier generic shells. For details on generic shells, see the Unifier User Guide and the Unifier Administration Guide. Unifier features that integrate with Maintenance Management are: Users: Unifier users are assigned roles by the Company Administrator to enable them to use the Maintenance Management application. Each user assigned to a Maintenance Management role must have a location associated with that user. Maintenance Management uses the location specified for each user to identify where the work for the work orders associated with a user must take place. Also, cost roll ups can be specified to occur to the Generic Cost Sheet associated with a specific location. Note: Administrators: The location must be a data element defined as an additional attribute in the User Administration form, and must identify an existing shell in the Unifier implementation. See Set Application Properties" on page 115 for details on setting the default location property for users. Access Control: Administrators must assign Unifier users to Maintenance Management roles and provide access to the application. Self-Service Portal: Allows Maintenance Management users to create service requests, which are acted on to create work orders. Generic shells: Maintenance Management works with Unifier generic shells, which are selected when an Location entity is defined. The shell that is chosen controls the access to other shell aspects, such as the Generic Cost Manager for a particular shell. Generic Cost Manager (CM0): Costs can be rolled up into the Generic Cost Sheet, mapping to cost codes from the cost sheet that an administrator enters into Maintenance Management. Costs for material and labor actuals can be optionally rolled up to the Generic Cost Sheet for a location specified for a work order. Resource Manager: Administrators: Resource Manager implementation is mandatory for the implementation of Maintenance Management. User Defined Reports (UDR) data types: Maintenance Management uses work orderspecific UDR data types to set up and generate reports. Note: See the Unifier and udesigner Reference Guide, udesigner User Guide, Unifier User Guide, and Unifier Administration Guide for details on setting up these features.

12 Chapter 1: Introduction Welcome to Unifier Maintenance Management 4 NOTIFICATIONS AND MAINTENANCE MANAGEMENT USERS Maintenance Management users receive notifications as the status of the service request or work order records change. These notifications contain the record status, and list additional information about the record, such as the location, contact name or important dates. The user is informed of the progression of the work on the work order, and can use the notification as a cue to check the logs in the application and see what actions they need to take. CORRECTIVE WORK ORDER PROCESSING Unifier's Self Service Portal and work order management functions are used for on-demand, corrective maintenance scheduling. As unscheduled incidents and needs arise across the enterprise, they can be submitted by users from Unifier s Self Service Portal. This portal allows for on-line submission of service requests by users with access permission. See How Do I... Work Order management Tasks" on page 33 for details. After a service request is submitted, the request routes for processing within Maintenance Management. A corrective work order can be created from the service request, and is assigned to the appropriate work team for follow-up. The example below shows a Work Order log, and the relationship of Maintenance Management to the rest of Unifier. Each work order describes the issue, indicates where the problem is located, when was it issued, who is responsible, lists the parts and items needed to complete the work, and contains suggested tasks to resolve the issue, as well as a list of any related work orders. Each work order can also have a work team assigned, track estimated and actual labor, manage materials requests and fulfillment, as well as clarification notes, equipment, and relevant location details. In each step of the process, team members are advised of the status of work through notifications and the various work order logs. After the work order is completed by the technician and approved, the requestor will be notified of the completion of the request through the original service request in the Self Service Portal. PREVENTIVE MAINTENANCE SCHEDULING Maintenance Management supports scheduled and recurring preventive maintenance work orders to support periodic maintenance work and inspections. This allows individual pieces of equipment to be assigned to PM Books. See Automatically Create a PM Book by Associating a Master PM Book with an Equipment" on page 57 for more information. Each of these PM Books contain multiple schedules and job plans, a series of tasks to be completed, and meter gauges to be recorded at a specific time interval, such as monthly, quarterly or annually. Maintenance Management automatically generates work orders for each PM Book according to the prescribed time and meter trigger events. See Set Up a Master PM Book" on page 52 and Set Up a Job Plan" on page 58 for more information. After Maintenance Management has generated the work order from the PM Book, the field technician is notified that the work order is available for work, and can access the work order from the log. The technician can then perform the maintenance tasks and confirm the actions taken for each task of the job plan. See Preventive Maintenance" on page 93 and How Do I... Preventive Maintenance Tasks" on page 52 for details. Preventive maintenance work orders can be created based on time schedules or can be usagebased, using meter readings as the trigger for work order creation. These readings can occur through regularly scheduled work orders that capture the meter data and report it back to Maintenance Management. When meter values reach levels that indicate maintenance being

13 Chapter 1: Introduction Welcome to Unifier Maintenance Management 5 required, then the appropriate maintenance procedures are automatically triggered against the given asset and the work orders created. INVENTORY MANAGEMENT Maintenance Management supports inventory management to completely integrate with your work order process, allowing each authorized user to request and receive parts and equipment from warehouses or even record items obtained from outside hardware stores. Material transactions control the receiving and movement of items to satisfy work order task needs. The items and their costs used for each work order are tracked along with material returns, giving you a complete view of your inventory usage. This enables the organization to track the actual costs for each work order as well as ensure that appropriate on-hand levels are maintained. Items costs can be captured and managed in the Generic Cost Sheet in the Generic Cost Manager in Unifier. See Inventory Management" on page 83 and How Do I... Inventory Management Tasks" on page 42 for details.

14 Chapter 1: Introduction Roles in Maintenance Management 6 ROLES IN MAINTENANCE MANAGEMENT The tasks that you can perform in Maintenance Management are based on the status of a record and your role or roles assigned to you by your Unifier administrator. What you see in the Work Order application is controlled by your role, from nodes you see in the Navigator, to fields that are available to you on the various windows in the application. Depending on your role, and the state of the records, you might be able to view records and take no action, or your view of certain functions in the application might be limited or not permitted. You can have more than one role in Maintenance Management. See Configure Access to Maintenance Management" on page 109 fore more information. Note: If you are not assigned at least one role in Maintenance Management, you cannot use Maintenance Management application. Roles and groups of tasks for those roles: End user: Submit problem tickets through the Self-Service Portal. Call center: Accept service requests, decide whether to create work orders from service requests, get additional information or clarification as needed. In some cases, this role is covered by the dispatcher, depending on the business model you follow. Dispatcher: Accept service requests, create work orders, schedule work orders, return scheduled work orders for rescheduling, handle escalations, review work performed, add information to the work order (tasks and items, other information as needed). Access Equipment: Create equipment with the status Pending and modify equipment with the status Active. This role can be combined with other roles to enable the creation and editing of equipment records. Technician: Inspect site, order items, monitor item quantities issued from the warehouse and returned to the warehouse, maintain self-service bin inventory, perform work as indicated on the work order. In some cases, this role is covered by the Technician Lead, depending on the business model you follow. Technician Lead: Inspect site, order items, monitor item quantities issued from the warehouse and returned to the warehouse, maintain self-service bin inventory, perform work as indicated on the work order, capture results of the work, start work on work orders. Technician Supervisor: Verify the work done by the technician, and close, complete the work order and view administrative work details. Material Handler: Receive item orders and issues items from the warehouse, restocks items, receives items, transfers items, and performs physical inventory. View Vendors: View vendor information. This role can be combined with other roles to enable view-only access to vendor information. Warehouse Supervisor: Re-order parts, review parts on-hand, track costs, add new parts and locations, creates warehouse and warehouse bin records, creates unit of measure records, reconcile inventory. Application Administrator: Perform administrative tasks such as importing and exporting records, setting up notification templates, creating locations, and maintaining data in properties. Note: There are some Administrator tasks that are mandatory to set up Maintenance Management for users. See Administrative Tasks" on page 107 for details.

15 Chapter 1: Introduction Roles in Maintenance Management 7 Facility Administrator: Set up Master PM Books, Equipment, and performs all tasks to set up preventive maintenance work orders. Invoice Administrator: Create vendor invoices. Users can be given this role in addition to another role such as Technician Supervisor or Call Center to extend user capability. Super User: Perform all tasks in Maintenance Management, including tasks available to the Application Administrator and Facility Administrator.

16 Chapter 1: Introduction Maintenance Management Interface 8 MAINTENANCE MANAGEMENT INTERFACE This section discusses: Nodes and Logs" on page 8 Records" on page 9 Windows" on page 10 NODES AND LOGS Maintenance Management comprises several nodes in Unifier Navigator. As a Maintenance Management user, your access to specific areas of the application is determined by your role in the application, and the status of the records you can access. You will have specific access to certain parts of the application - certain nodes, and within those nodes specific logs that list records you can access, and tasks that are available in these logs. The nodes that you see in the Navigator depend on your role in Maintenance Management. As in Unifier, you click the node name to access the log for that node. The log view that you see can vary depending on the role or roles you are assigned in Maintenance Management. You can sort log columns in ascending or descending order by clicking the log heading. Note: You can use bookmarks to quickly access Maintenance Management nodes. See the Unifier User Guide for details on setting up and working with bookmarks. The data that you see in a log can be filtered according to your role. Maintenance Management is designed to give you a view of the data you need to see to get work done, so you will see a different view of data than other users with different roles in the application. A user with administrator privilege can access all the nodes. Log Toolbars The Maintenance Management logs have toolbars with menu choices and buttons. Note: The actions you can take in Maintenance Management are predicated on the status of the record you are working with and the role or roles that are assigned to you in the application. Depending on your role, you will have specific toolbar actions available to you. If you find that you cannot take an action you need to take, contact your Administrator. File: New: Creates a new record. Choose File > New, complete the form, and click Save to create a new record Open: Opens an existing record. Select a record from the log and choose File > Open. Edit: Saved Searches: Manages saved searches. See Create and Manage Saved Searches in Logs" on page 17. View: All: Displays the complete list of records in the log that was filtered by a search. See Search for Records in Logs" on page 16. Find: Search for records in the log. See Search for Records in Logs" on page 16.

17 Chapter 1: Introduction Maintenance Management Interface 9 Audit Log: Lists changes to all records of a single type. For example, selecting View > Audit Log in the work order log will list all actions on work orders that you can access. Help: Allows you to access Maintenance Management documentation. New: Click to create a new record. Complete the form and click Save. Copy: Select a record in the log and click Copy to create a new record using an existing record as a base. Modify the form and click Save. Any related records in tabs (child records) are copied to the new record. Open: Select a record in the log and click Open to open the record. Action: Take action on selected record or records. The actions you can take depend on the record type listed in the log, and the status of the record, and your role in Maintenance Management. The actions are described in How Do I... Tasks" on page 23 in the context of the type of record with which you are working. Find: Search for records. See Search for Records in Logs" on page 16. Filtered By: Select a saved search to filter the log. See Search for Records in Logs" on page 16. RECORDS Maintenance Management record forms contain your work order data. Some fields on the forms are hyperlinks, that allow you to drill into details of the record. For example, an equipment name is a hyperlink that when clicked will open the record associated with that equipment. Also a user name, such as that of a Lead or a Supervisor, can be a hyperlink that shows user profile details when clicked. Also, some records have the concept of a parent record and child records. For example, a work order is a parent record, and the tasks related to the work order are child records of that work order. The record forms have a main form, where general data about the record resides. The main forms are modified by edits that you make, through system population, and through action forms. Fields that require input are designated with an asterisk (*). Read-only fields are greyedout and do not allow input. Record tabs Many record forms have tabs associated with them. These tabs are listed at the bottom of the form. The tabs contain child records associated with the main record. The tabs that you see depend on your role in the application. Record toolbars The records have a view mode and an edit mode. Tabs are accessible in view mode. When in view mode, the main form toolbar displays: Edit: Click to modify the record, and then click Save. Not all fields are editable in the various forms, depending on record status and user application role. Print: Click to display a print view of the record, or select a checkbox to display a print view of certain sections of the record, and then click the Print icon. See Print Records" on page 18 for details. Audit: Click to list the actions that have occurred on the record.

18 Chapter 1: Introduction Maintenance Management Interface 10 Action: Click to select an action to perform on the record. The actions you can take depend on the record type and status. The actions are described in Chapter 3, How Do I... Tasks and in the context of the type of record with which you are working. Note: Not all forms have actions available. Close Window: Click to close the record window with no change. When in edit mode, the toolbar displays: Save: Click to save the record changes and return the record to view mode. Cancel: Click to cancel changes and return the record to view mode. When in edit mode, you can edit the parent record only. You must save the record and enter view mode to access the tabs (child records). Record action forms Some records have actions associated and are accessible from the Action drop-down menu at the top of the record window. These action forms allow you to quickly enter information into the record. The data you enter in the field on an action form is populated into the corresponding fields on the main record form. The actions that are available on a record can vary depending on your role and the status of the record. Common Fields and Data in Records These fields appear in many Work Order Management records. In order not to repeat the documentation of these fields throughout the guide, these particular fields are documented in the following table: Created By Last Updated By Creation Date Last Updated Date This data appears System populated. The user who created the record. System populated. The user who updated the record. System populated. Date the record was created. System populated. Date the record was last updated. WINDOWS Information on parent records resides in the top portion of the record window. The reference tabs are in the bottom portion of the window. These tabs list the records associated with the main form (the child records associated with the work order record). The tabs available to you will vary depending on your role in the application. Not all records have tabs, but those that do follow the structure described in this section.you can maximize or minimize and resize (by dragging) the record form windows. Fields in the windows that require input are designated with an asterisk (*). Read-only fields are greyed-out and do not allow input. The windows that have tabs have a few tools to help you work with them. Scroll bar: Can appear as needed on the right margin of the window. Use to scroll the window up and down. Demarcation line: Can appear as needed in about the center of the window. Hover the mouse over the line until you see the two-headed arrow and pull the line up to allow more window for the Referenced Area (tabs and child records), or pull the line down to allow more window for the parent record data.

19 Chapter 1: Introduction Maintenance Management Interface 11 Minimize/Maximize: Click to minimize the tabs that contain child records and extend the view of the main form. Click the up-arrows to return the tabs to view. When you open a record, the window for that record stays open until you close it. This allow you to work with several application windows at once. This includes the windows for child records. The main record window remains open and accessible when you open a child record window.

20 Chapter 1: Introduction How Do I Use This Guide? 12 HOW DO I USE THIS GUIDE? The chapter that you will use the most in this user guide is Chapter 3, How Do I... Tasks The How Do I... Tasks" chapter is divided into sections based on the tasks that can be performed in the various areas of the application. You can use the to find out the basics of how to perform tasks, then refer to the Work Order, Inventory, and Preventive Maintenance chapters, which contain additional conceptual information about those areas, and details on the application tabs that are specific to those areas.

21 Chapter 1: Introduction Getting Help 13 GETTING HELP If you have a question or need further assistance regarding a specific feature in Unifier or Maintenance Management you can consult online help (for Unifier), and user or administration guides. To access online help or guides Click the Help menu from any Unifier window, and choose one of the following: Unifier Help: Accesses the online help system. Download PDF > User Guide, Admin Guide, Reference Guide, Maintenance Management Guide. Allows you to download the Primavera Unifier User Guide, Primavera Unifier Administration Guide, Primavera Unifier and udesigner Reference Guide, Primavera Maintenance Management User Guide. You must have Adobe Acrobat Reader installed (available free at WHERE TO GET SUPPORT If you have a question about using Oracle products that you or your network administrator cannot resolve with information in the documentation or help, click This page provides the latest information on contacting Oracle Global Customer Support, knowledge articles, and the support renewals process. ACCESS TO ORACLE SUPPORT Oracle customers have access to electronic support through My Oracle Support. For information, visit or visit if you are hearing impaired.

22 Chapter 1: Introduction Getting Help 14

23 2 GETTING STARTED In this chapter Getting Started tasks

24 Chapter 2: Getting Started Getting Started Tasks 16 GETTING STARTED TASKS Getting started tasks include: Access Maintenance Management" on page 16 Search for Records in Logs" on page 16 Create and Manage Saved Searches in Logs" on page 17 Use Maintenance Management Pickers" on page 18 Print Records" on page 18 Create Maintenance Management Reports" on page 19 Use Audit Logs" on page 20 Add Cost Codes to Track Costs in the Generic Cost Manager" on page 20 Create Cost Codes" on page 21 Create Service Center Teams" on page 21 Create Account Codes" on page 21 Create Locations" on page 22 Activate or Inactivate Locations" on page 22 ACCESS MAINTENANCE MANAGEMENT Maintenance Management is part of Unifier. To access Maintenance Management 1 Log into Unifier. 2 In Unifier, click the Applications tab (an administrator can rename this tab). The application nodes you can access are listed in the Navigator. SEARCH FOR RECORDS IN LOGS When the status of a record changes, you can (depending on your role) receive an notification of the status change, and can then view the changed record in the Maintenance Management logs. You can search for the record or records you want to work with in the various Maintenance Management logs. You can use a conventional search, or create and use a saved search. Searching for records To search for a record 1 Navigate to the particular log (for example Master PM Books, or Work Orders). 2 Click Find. 3 Enter the search criteria (for example, record no., description, creation date.). 4 Click Search. The search filters the records, the search window closes, and the log displays the records that meet the search criteria.

25 Chapter 2: Getting Started Getting Started Tasks 17 5 Choose View > All to display the complete list of records in the log. Searching with a saved search To use a saved search You can use saved searches created by you or by other users. 1 Navigate to a log. 2 Select a saved search from the Filtered by drop-down menu in the toolbar. The log will list the records that match the search criteria specified in the saved search. 3 You can cancel the filtering by clicking Cancel Filter. The log view is lists all records after you cancel the filter. CREATE AND MANAGE SAVED SEARCHES IN LOGS You can save searches for reuse in logs. The searches that you save are available in the logs for you to reuse, and to be used by other users as well if you mark your saved searches as public. By default, the saved searches you create are specific to you, and cannot be accessed by other users. When you mark a saved search as public, that search can be used by other users who can access that log. You can add searches created by other users (and marked as public) to your list of saved searches. To create a saved search 1 Navigate to a log. 2 Click Find. 3 Enter the search criteria. 4 Enter a saved search name in the Save As field. 5 Click Save. To manage a saved search 1 Navigate to a log. 2 Select Edit > Saved Searches. The Manage Saved Searches window opens. 3 Complete or work with the fields as indicated in this table. Manage Saved Searches Order Name Description Do this Change the order of saved searches by clicking in an Order field and entering a positive number. Change the name of a saved search by clicking on a Name and entering a new name. You can rename only the saved searches that you have created. Enter a description for your saved search (up to 150 characters). You can add a description only for saved searches you have created.

26 Chapter 2: Getting Started Getting Started Tasks 18 Default Public Owner Menu Items Save Public Searches Remove Move Up/Move Down Update Order Close Window Do this Select the checkbox to make a saved search your default search. This is the search that will display by default in the Filtered by drop-down menu. Select the checkbox to designate a saved search as public and make it available to other users. You can deselect the checkbox to make the saved search private. By default, the saved searches you create are private, and you must mark them as public to make them available to other users. Lists the owner of the saved search, which is usually the creator. Click to save your changes. All changes occur only when you save them. Click to access public saved searches created by other users. Select one or more searches and click Select to add the search to your saved search list. You cannot modify saved searches created by other users. Select one or more searches and click Copy. This copies the search so you can modify it to create a new search. The new search is initially marked as private, and you are designated as the owner. Select a search and click Remove to delete a saved search. You can delete only saved searches that you have created. Select a saved search and click Move Up or Move down to reorder the searches in your list. Click to preview the revised order of the saved searches. The new ordering is saved when you click Save. Click to close the Manage Saved Searches window. 4 Click Save. USE MAINTENANCE MANAGEMENT PICKERS Maintenance Management uses pickers to enable you to choose from lists of records. The pickers will show columns of data related to the type of item being selected, and so will vary with the item type. However, the overall behavior is the same for all Maintenance Management pickers. Active records are listed in the pickers. Some pickers support the creation of new records directly from the picker. Click New to create a new record. To select one record or more than one record from the picker 1 Click Select next to the picker field. 2 In the picker, select one record or multiple records if applicable. Some pickers do not allow the selection of multiple records. Click Select. PRINT RECORDS You can print a record, or print the record and its associated tabs, as needed. To print a record that has no associated tabs 1 Open a Maintenance Management record. 2 Click Print. The print preview for the record opens in a new browser window.