Case study 2C Asset management

In this case study, you will work with the Asset Management module to set up assets, functional locations, and maintenance requests for Munson’s Pickles and Preserves Farm. You will create asset types, condition assessment templates, service levels, workers, and functional location lifecycle states and models.

Objectives

  • Create an asset type.

  • Create a condition assessment template.

  • Set up asset service levels.

  • Create workers.

Exercise #1 Set up assets

Scenario

You’ll set up new assets for Munson’s Pickles and Preserves Farm in Asset Management. In this task, you’ll configure “Forklift” as an asset within the system.

Create an asset type

  1. Go to Asset management > Setup > Asset types > Asset types.

  2. Select New to create a new asset type.

  3. In the Asset type field, enter Forklift1.

  4. In the Name field, enter Forklift1.

  5. In the Lifecycle state section, select Standard.

  6. In the KPIS section, set Total to Yes.

  7. Select Save.

  8. On the Maintenance job types FastTab, select Calibration, Inspection, Lubrication, Preventive, and Repair and then to the Maintenance job types selected section.

    Note To select job types in the Maintenance job types FastTab, you must have created the Maintenance job types. In Asset Management, select Setup > Jobs > Maintenance job types.

  9. Assign a Counter for Production Hours

  10. Select and move Counter for Production Hours to the Asset counters selected section. You won’t be adding an Attribute type at this time.

  11. Leave the Condition assessments FastTab blank for now.

  12. Select Save.

Create a condition assessment template

Scenario

You’re tasked with establishing a condition assessment template for Munson’s Pickles and Preserves Farm to monitor the noise levels of blender blades for any changes in volume. Follow these steps to add a condition assessment template.

  1. Go to Asset anagement, select Setup, select Asset types, then select Condition assessment templates.
  2. Select + New to create a new template.
  3. In the Template field, enter Noise.
  4. In the Name field, enter Noise.
  5. On the Condition assessment lines FastTab, select the + Add .
  6. In the Name field, enter No greater than 100 db.
  7. In the Description field, enter No greater than 100 db.
  8. In the Data type dropdown menu, select String.
  9. On the Asset types FastTab, add the asset types that should be included on the condition assessment template. Select + Add and then select Air compressor.
  10. Select Save.

Set up asset service levels

Scenario

Asset service levels are used on maintenance requests and work orders to determine the priority of work orders during work order scheduling. In this task, you’ll assign an asset service level to your air compressor.

To set up asset service levels, follow these steps:

  1. Go to Asset management, select Setup, then select Asset service levels.

  2. Select + New.

  3. In the Functional location field, select PP-01.

  4. In the Asset type field, select Air Compressor.

  5. In the Work order type field, select Preventive.

  6. In the Service Level field, select 3.

  7. Save the new Asset service level.

Create workers

Scenario

You must assign established workers to maintenance worker groups in the Human resources and Organization administration modules. You’ll add a worker to the Electricians maintenance worker group so they can be assigned when their skills are needed.

  1. Go to Asset Management, select Setup, select Workers, then select Workers.

  2. Select + New.

  3. In the Worker field, select Sara Thomas from the dropdown menu.

  4. Set Active to Yes to schedule this worker on work orders.

  5. On the Groups FastTab, select + Add.

  6. In the Maintenance worker group field, select Electricians.

  7. On the Functional locations FastTab, select + Add line.

  8. In the Functional location field, select PP-01. Select this as the worker’s Primary location.

  9. Save the new worker.

Set up product-model relations

  1. Go to Asset management, select Setup, select Assets, then select Manufacturer and model.

  2. Select + New to create a new product.

  3. In the Manufacturer field, enter Sony.

  4. In the Description field, enter Sony Pvt Lts.

  5. On the Models FastTab, select + Add to create an asset model that’s related to the asset manufacturer.

  6. In the Model field, enter XAV-AX0001.

  7. In the Description field, enter Car play Android auto car.

  8. In the Asset type field, select vehicle.

  9. On the top menu bar, select Save.

Exercise #2 Create a functional location lifecycle state and functional location lifecycle model

Objective

  • Create a functional location lifecycle state and functional location lifecycle model. The IT manager in USMF wants to know how to define the states that a functional location can go through, for example, created, active, and end of the lifecycle state.

Scenario

The IT manager wants to view all functional locations, regardless of their lifecycle state, in the All functional locations list page. He also wants to change the state of a functional location by selecting it in the All functional locations list. You were called to help the IT manager perform these tasks.

You’ll assist the IT manager in doing the following:

  • Create a functional location lifecycle state.

  • Create a functional location lifecycle model.

Create a functional location lifecycle state

  1. Add a new functional lifecycle state for closed functional locations:

  2. Go to Asset management, select Setup, select Functional locations, then select Lifecycle states.

  3. On the Action pane, select + New  to create a new functional location lifecycle state.

  4. In the Lifecycle state , enter Closed.

  5. In the Name field, enter Closed – Not in use.

    Note
    When you’re creating a new lifecycle state, the Lifecycle model field will not be populated. When this lifecycle state is added to a lifecycle model, this field automatically populates to show the number of lifecycle models that this state is included in.

  6. Select the General FastTab, then set Active to Yes.

  7. Set the Create asset toggle to No.

  8. Set New sub locations to No.

  9. Set Install assets at locations to No.

    Note When initially building your lifecycle states, you won’t have any information yet to select from the Asset state > Lifecycle state dropdown menu until you’ve completed the full configuration for your assets, including the asset lifecycle states. Leave this field blank for now.

  10. Select Save. Your new functional location lifecycle state has been created and activated.

  11. Repeat steps 1-10 above to create an On Hold lifecycle state.

Create a functional location lifecycle model

Scenario

When all the functional location lifecycle states have been created, you can then place these into groupings named functional location lifecycle models. As a reminder, functional location lifecycle models establish the workflow for the various types of functional locations and their states. Munson’s Pickles and Preserves Farm need to create a new Quality location for a new lifecycle model.

  1. Go to Asset management, select Setup, select Functional locations, then select Lifecycle models.

  2. Select + New.

  3. Enter the name of your Lifecycle model as Quality.

  4. In the Name field, enter Quality review.

  5. Select Save.

  6. On the Lifecycle states FastTab, the active lifecycle states appear in the Lifecycle states remaining section at the left. Select the Active, On Hold, and Ended lifecycle states.

  7. Select the right arrow button to move the selected lifecycle states to the Lifecycle states selected section.

  8. Select Save.

  9. Exit the Functional location lifecycle models page and then come back into it again. The Lifecycle states field on the Details FastTab will automatically be populated.

  10. Lifecycle state updates tab on the Action pane.

  11. Next to Active, select the Ended and On Hold states. These are the functional location lifecycle states that the Active lifecycle state can be changed to.

  12. Next to Ended, select the Active checkbox. The Ended state can be changed to Active.

  13. Next to On Hold, select the Active checkbox. The On Hold state can be changed to Active.

  14. Select OK to save the changes.

Exercise #3 – Create functional location types

Scenario

Now you can set up a default functional location type and then set up a regular functional location type.

You need to establish a new functional location type for Munson’s Pickles and Preserves Farm to manage the quality control of salsa. Your task is to add a new functional location.

Create a Default Functional Location Type

A default functional location type must be established for use when new assets are created.

  1. Go to Asset management > Setup > Functional locations > Functional location types.
  2. Select + New to create a new functional location type.
  3. In the Functional location type field, enter Default.
  4. In the Name field, enter Default location.
  5. In the LIFECYCLE STATE section of the General FastTab, in the Functional location lifecycle model field, select Standard.
  6. Set Multiple assets to Yes. This selection creates a default functional location.
  7. On the top menu bar, select Save.

Create a Functional Location Type

Munson’s Pickles and Preserves Farm is taking the quality of its products seriously. The company has established a new location for its quality department.

Your next task is to create a new functional location type for the farm’s new Quality location.

  1. Go to Asset management > Setup > Functional locations > Functional location types.
  2. Select + New to create a functional location type.
  3. In the Functional location type field, enter Office Building.
  4. In the Name field, enter Quality office.
  5. In the Functional location lifecycle model dropdown menu, select Quality.
  6. Set Multiple assets to Yes.
  7. Set Update asset dimension to Yes.
  8. Leave the Asset type field blank.
  9. Select Save.

Exercise #4 Set up work orders

Scenario

In this exercise, you will set up work orders for maintenance jobs in the Asset Management module. You will create maintenance job types, service levels, and set up the fault designer for a blender.

Objective:

  • Create a maintenance job type category
  • Create a maintenance job trade
  • Create a maintenance job type
  • Create a service level
  • Set up the fault designer

Create a Maintenance Job Type Category

  1. Go to Asset management > Setup > Jobs > Maintenance job type categories.
  2. Select + New.
  3. In the Maintenance job type category field, enter Inspection.
  4. In the Name field, enter Inspection job type.
  5. Select Save.

Create a Maintenance Job Trade

  1. Go to Asset management > Setup > Jobs > Maintenance job trade.
  2. Select + New.
  3. In the Trade field, enter HVAC.
  4. In the Description field, enter Heating, ventilation, air conditioning.
  5. Select Save.

Create a Maintenance Job Type

  1. Go to Asset management > Setup > Jobs > Maintenance job types.
  2. Select + New.
  3. In the Maintenance job type field, enter Calibration1.
  4. In the Name field, enter Calibration1.
  5. On the General FastTab:
    • In the Maintenance job type category dropdown, select Preventative.
    • Set Maintenance downtime activities to Yes.
  6. On the Description FastTab, enter Calibrate equipment.
  7. Select Save.

Create a Service Level

  1. Go to Asset management > Setup > Work orders > Service level.
  2. Select service level 5 - Low and then select Edit.
  3. In the Start day field, enter 3.
  4. In the End day field, enter 2.
  5. Set Set end time to No.
  6. Select Save.

Set Up Fault Designer

You’re tasked with setting up the fault symptoms, fault area, and fault type in the fault designer for the blender.

  1. Go to Asset management > Setup > Fault > Fault designer.
  2. In the left pane, select Blender – Extruder Blender.
  3. Expand the Fault system FastTab and select Excessive noise.
  4. Expand the Fault area FastTab and select Mechanical.
  5. Expand the Fault type FastTab and select Damaging.

  6. Select Save.

    Note: If lines are not already included, use + Add line in each FastTab to add the respective entries.

Exercise #5 Set up maintenance request lifecycle states, models, and types

Scenario

You will set up maintenance request lifecycle states, models, and types for Munson’s Pickles and Preserves Farm. This setup will help manage maintenance requests effectively by defining their lifecycle and types. You’ll create lifecycle states and models to manage maintenance request workflows.

Set Up Maintenance Request Lifecycle States

  1. Go to Asset management > Setup > Maintenance requests > Lifecycle states.
  2. Select + New.
  3. In the Lifecycle state field, enter Closed.
  4. In the Name field, enter Maintenance request has been closed.
  5. On the General FastTab:
    • Set Active to No
    • Set Set actual end to Yes
    • Set Create work order to No
    • Set Delete to No
  6. Select + New again.
    • Enter Active in both Lifecycle state and Name fields.
    • Set Active, Set actual end, and Create work order to Yes.
  7. Select + New again.
    • In the ID field, enter InProgress.
    • Set Active, Set actual end, and Create work order to Yes.
    • Set Delete to No.
  8. Select Save.

Create Maintenance Request Lifecycle Models

  1. Go to Asset management > Setup > Maintenance requests > Lifecycle models.
  2. Select + New.
  3. In the Lifecycle model field, enter Service.
  4. In the Name field, enter Service.
  5. Select Save.
  6. On the Lifecycle states FastTab:
    • Move Active, InProgress, and Closed to the selected section.
    • Reorder them as: Active, InProgress, Closed.
  7. Select Save.
  8. On the Lifecycle state updates tab:
    • Set Active → InProgress
    • Set InProgress → Closed
    • Set Closed → Active
  9. Select OK.

Create Maintenance Request Types

  1. Go to Asset management > Setup > Maintenance requests > Maintenance request types.
  2. Select + New.
  3. In the Maintenance request type field, enter Preventive.
  4. In the Name field, enter Preventive maintenance request.
  5. On the General FastTab, select Standard in the Maintenance request lifecycle model dropdown.
  6. Leave the Work order type field blank.
  7. Select Save.