Download - Asset Suite 9 - ABB
Asset Suite 9 Training Course Catalogue
© 2016 ABB Enterprise Software Page ii NAM Training Course Catalog – Asset Suite
CONTENTS
Please Note ..................................................................................................................... 3
Asset Suite Orientation Training ...................................................................................... 4
Asset Suite Train-The-Trainer (T3) / Power User Training .............................................. 5
Foundation Architecture End User Training .................................................................... 6
Accounts Payable ........................................................................................................... 7
Action Tracking ............................................................................................................... 8
Contract Management ..................................................................................................... 9
Design Engineering ....................................................................................................... 10
Document Management ................................................................................................ 11
Engineering Change...................................................................................................... 12
Equipment Tag Out ....................................................................................................... 13
Inventory Management .................................................................................................. 14
Labor Entry .................................................................................................................... 15
Material Safety Data Sheet (MSDS)* ............................................................................ 16
Procurement Engineering .............................................................................................. 17
Project Management ..................................................................................................... 18
Personnel Qualifications Data ....................................................................................... 19
Purchasing .................................................................................................................... 20
System Administration ................................................................................................... 21
Total Exposure .............................................................................................................. 22
Work Management Overview ........................................................................................ 23
WM Work Flow ........................................................................................................................................ 23 Work Management Integration ................................................................................................................ 24
Work Management Data Setup ..................................................................................... 25
WM Work Planning........................................................................................................ 26
WM Work Scheduling .................................................................................................... 27
WM Performing and Completing Work .......................................................................... 28
WM Predictive and Preventive Maintenance ................................................................. 29
WM Analysis and Reporting .......................................................................................... 30
NAM Training Course Catalog – Asset Suite P a g e 3 | 31 © 2016 ABB
PLEASE NOTE
The ‘Duration’ times given in the table of classes on the following pages do not
include preparation time and setup time at the client site.
All classes include these training materials: PowerPoint presentation of the
module, class agenda, and student guide. These materials are in soft copy form,
delivered electronically before the class.
Please contact us at [email protected] for more information.
NAM Training Course Catalog – Asset Suite P a g e 4 | 31 © 2016 ABB
ASSET SUITE ORIENTATION TRAINING
Asset Suite Orientation training is geared toward end-users who need a broad overview of the applications with hands-on practice. (More in-depth training is available under Power User Training.)
End-User training is available on-site at customer locations for Core Team and T3 (‘Train the Trainer’) training at your site. These classes are open to ABB Licensees only. For up-to-date training schedules, contact your ABB Account Executive or Project Manager.
Asset Suite Orientation Training Classes Duration
Accounts Payable 2 days
Action Tracking 2 days
Contract Management 2 days
Design Engineering 2 days
Document Management 1.5 days
Engineering Change 2 days
Equipment Tag Out 2 days
Inventory Management 4.5 days
Labor Entry and Reporting 1.5 days
Material Safety Data Sheet 1 day
Personnel Qualifications Data 1 day
Procurement Engineering 3 days
Project Management 1 day
Purchasing 3.5 days
System Administration 2.5 days
Total Exposure 2.5 days
Work Management 5 days
NOTE: The ‘Duration’ times given in the table of classes above do not include preparation time and setup time at the client site.
Please contact us at [email protected] for more information.
NAM Training Course Catalog – Asset Suite P a g e 5 | 31 © 2016 ABB
ASSET SUITE TRAIN-THE-TRAINER (T3) / POWER USER TRAINING
Train-the-Trainer (T3)/Power User classes provide detailed hands-on application training for the full complement of Asset Suite applications. They are ideally suited for personnel with training responsibilities including trainers and managers who will train end-users, and other power users of the Asset Suite system.
Asset Suite T3 / Power User Classes Duration
Accounts Payable 3 days
Action Tracking 2 days
Contract Management 3 days
Design Engineering 3 days
Document Management 2 days
Engineering Change 3 days
Equipment Tag Out 2 days
Forecasting & Analysis 3 days
Inventory Management 5 days
Labor Entry & Reporting 2 days
Material Safety Data Sheets 2 days
Personnel Qualifications Data 2 days
Procurement Engineering 3 days
Project Management 3 days
Purchasing 4 days
System Administration 4 days
Total Exposure 4 days
Work Management System 8 days
NOTE: The ‘Duration’ times given in the table of classes above do not include preparation time and setup time at the client site.
Please contact us at [email protected] for more information.
NAM Training Course Catalog – Asset Suite P a g e 6 | 31 © 2016 ABB
FOUNDATION ARCHITECTURE END USER TRAINING
Foundation Architecture End-User training is available at ABB Training Centres in Open Enrollment Classes, or on-site at customer locations for Core Team and Power User training at your site. These classes are open to ABB Licensees only.
Open Enrollment End-User training provides plenty of hands-on practice and is aimed at end-users who need a broad overview of the applications. For up-to-date training schedules, contact your ABB Account Executive or Project Manager.
Foundation Architecture-End User Training Duration
Foundation Architecture Tailoring with Compose
3 days
Foundation Architecture Tailoring with Compose Workshop
5 days
NOTE: The ‘Duration’ times given in the table of classes above do not include preparation time and setup time at the client site.
NAM Training Course Catalog – Asset Suite P a g e 7 | 31 © 2016 ABB
ACCOUNTS PAYABLE
Course Description: Accounts Payable module provides the functionality to organize, monitor and control payment processing for the organization.
Application functionality provides the ability to enter invoice information, ensure that the invoices are in accordance with the financial rules, and enable cash disbursement processing and payment reconciliation.
Duration: 3-5 days
Intended Audience: Individuals who are responsible for processing invoices, managing the accounts payable function; training instructors and managers.
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Accounts Payable Overview
Accounts Payable Application Integration
Accounts Payable Setup
Accounts Payable Business Flow
Accounts Payable Activities
Invoices
Vouchers
Recurring Payments
Payment Processing
Inquiry Screens
Employee Payments
Bank Reconciliation
1099 Processing
Accounts Payable Reporting
Objectives: On completion of this course, you should know how to:
Create payment requests using Invoices, Vouchers, or employee expenses.
Match Invoices to Purchase Orders or Contracts.
Project and monitor cash requirements.
Prepare cash disbursements.
Reconcile bank accounts.
Complete tax reporting.
Training Resources: Training Agenda Course ID: ASDDB-1258
Accounts Payable Overview Presentation Course ID: ASDDB-1211
Student Guide Course ID: ASDDB-1012
NAM Training Course Catalog – Asset Suite P a g e 8 | 31 © 2016 ABB
ACTION TRACKING
Course Description: Action Tracking provides an integrated online means of tracking actionable events.
Application functionality provides the ability to ensure that appropriate actions have been taken to respond to each action item.
Duration: 3-5 days
Intended Audience: Individuals who are responsible for requesting work, managing/planning assignments, approving requests, training instructors and managers.
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Action Tracking Overview and Setup
Create an Action Request
Plan Action Request Assignments
Action Request Management Tracking
Performing Assignment Work and Completing Action Request
Training Summary
Objectives: On completion of this course, you should know how to:
Set up and Maintain Data and Resources
Manage Action Requests (Create, Build, Approve, Cancel)
Manage Assignments (Create, Plan, Track)
Perform Assignment Work
Training Resources: Training Agenda Course ID: ASDDB-1259
Overview Presentation Course ID: ASDDB-1212
Student Guide Course ID: ASDDB-1011
NAM Training Course Catalog – Asset Suite P a g e 9 | 31 © 2016 ABB
CONTRACT MANAGEMENT
Course Description: Contract Management provides procurement tools for service orders and bilateral agreements.
Application functionality provides the ability to establish the scope of work, distribute accounting charges and provide meaningful controls for tracking contracted services.
Duration: 3-5 days
Intended Audience: Individuals who are responsible for managing contracts and vendors; training instructors and managers.
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Manage Contract Requisitions (Create, Approve, Search)
Manage the Backlog
Manage RFP (Create, Approve, Award)
Manage Contracts (Standard, Blanket, Auto-Release)
Contract Change Request
Contract Amendment
Payment Authorization
Contract Expenditures
Objectives: On completion of this course, you should know how to:
Create and Approve Requisition
Requesting Bid Proposals
Place and Amend Contracts
Monitor Contract and Evaluate Vendor
Authorize Payment and Closure
Training Resources: Training Agenda Course ID: ASDDB-1260
Overview Presentation Course ID: ASDDB-1213
Student Guide Course ID: ASDDB-1013
NAM Training Course Catalog – Asset Suite P a g e 1 0 | 31 © 2016 ABB
DESIGN ENGINEERING
Course Description: Design Engineering (DE) is an integrated application that streamlines the development of designs for the installation of new services.
Duration: 3-5 days
Intended Audience: Individuals who are responsible for Utility company design engineers, other personnel involved with engineering designs; training instructors and managers.
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Design Engineering Overview and Setup
Requesting Service
Reviewing Service Requests
Create a Design
Reviewing Designs and Versions
Create Work Orders from Designs
Design Analysis
Reporting
Objectives: On completion of this course, you should know how to:
Develop a converted service request into a Design or Design Version.
Specify the Design type.
Create the Design from Design Points (a point of construction).
Identify materials and resources needed to complete the design.
Training Resources: Training Agenda Course ID: ASDDB-1261
Overview Presentation Course ID: ASDDB-1214
Student Guide Course ID: ASDDB-1016
NAM Training Course Catalog – Asset Suite P a g e 1 1 | 31 © 2016 ABB
DOCUMENT MANAGEMENT
Course Description: Document Management provides the functionality to define controlled documents or records, generate and process revisions and perform controlled document distribution.
Duration: 3-5 days
Intended Audience: Individuals who are responsible for the Document Management Center, Document Owners, Review/Approver Personnel; training instructors and managers.
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Document Management Overview and Setup
Controlled Document Management
Controlled Document Revisions
Controlled Document Distribution and Transmittals
Records Management
Locating Controlled Documents and Records
Document Management Reports
Objectives: On completion of this course, you should know how to:
Set up Document Management within Asset Suite
Manage Controlled Documents
Manage Records
Report on Document Management
Training Resources: Training Agenda Course ID: ASDDB-1262
Overview Presentation Course ID: ASDDB-1215
Student Guide Course ID: ASDDB-1014
NAM Training Course Catalog – Asset Suite P a g e 1 2 | 31 © 2016 ABB
ENGINEERING CHANGE
Course Description: Engineering Change provides the functionality to help plant personnel manage a broad range of engineering changes, from major modifications of the physical plant to minor changes to documents.
Duration: 3-5 days
Intended Audience: Individuals who are responsible for Facility Engineers, including System Engineers, Procurement Engineers, Document Control Personnel, Quality Assurance Engine; Equipment Data Stewards training instructors and managers.
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Engineering Change Setup and Overview
Engineering Change Request
Permanent Engineering Changes
Temporary Engineering Changes
Revision Tracking and Control
Document Auto As–Building Process
Objectives: On completion of this course, you should know how to:
Manage Engineering changes thru their lifecycle
Prepare and implement Permanent Engineering Changes
Prepare and implement Temporary Engineering Changes
Training Resources: Training Agenda Course ID: ASDDB-1263
Overview Presentation Course ID: ASDDB-1216
Student Guide Course ID: ASDDB-1017
NAM Training Course Catalog – Asset Suite P a g e 1 3 | 31 © 2016 ABB
EQUIPMENT TAG OUT
Course Description: Equipment Tag Out provides the functionality to safeguards personnel and equipment during any maintenance or potentially hazardous process by isolating the affected area.
Application functionality enables users to electronically isolate equipment, ensure work is performed safely on the equipment and remove the isolation when work is done.
Duration: 3-5 days
Intended Audience: Maintenance Supervisors, Maintenance Tradesmen, Plant Operators, Operations Supervisors; training instructors and managers.
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Tag Out Overview and Setup
Requesting Equipment Isolation
Reviewing/Approving/Returning Clearance Requests
Assigning Request to Clearance Orders
Planning Equipment Isolations
Approving, Returning and Cancelling Clearance Orders
Checklists
Holders
Conflict Checking, Lock Out Processing, De–Isolation
Conflict Checking, Lock Out Processing, De–Isolation
Changing the Scope and Completing Clearance Orders
Creating and Using Combined Clearance Orders
Reports
Objectives: On completion of this course, you should know how to:
Set up and manage Equipment Tag Out process
Training Resources: Training Agenda Course ID: ASDDB-1264
Overview Presentation Course ID: ASDDB-1217
Student Guide Course ID: ASDDB-1018
NAM Training Course Catalog – Asset Suite P a g e 1 4 | 31 © 2016 ABB
INVENTORY MANAGEMENT
Course Description: Inventory Management provides tools to actively manage all warehouse and inventory management functions, including stock and tool picks and issues, binning, returns, receiving, quality inspections, physical inventory, repairs, shipping, investment recovery, and more.
Provides quick access to all information relevant to an item, providing direct access to precise material identification and pending activity.
Duration: 5 days
Intended Audience: Individuals who are responsible for Materials Catalog Specialists, Material Analysts, Procurement Engineers, Quality Control Specialists, Receiving Personnel, Materials Managers, Warehouse Personnel; training personnel.
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Inventory Management Overview and Setup
Master Materials Catalog
Data Setup and Maintenance
Material Requests
Replenishment Process
Receiving
Quality Control Inspection
Putaway
Pick, Stage and Issue Process
Return Materials
Material Movement
Ship Materials
Cycle Counts
Repair Material
Manage Warehouse
Surplus Analysis and Investment Recovery
Forecasting and Analysis
Inventory Management Reports
Objectives: On completion of this course, you should know how to apply the functionality of Inventory Management to control all phases of inventory control and warehouse management.
Training Resources: Training Agenda Course ID: ASDDB-1265
Overview Presentation Course ID: ASDDB-1218
Student Guide Course ID: ASDDB-1020s
NAM Training Course Catalog – Asset Suite P a g e 1 5 | 31 © 2016 ABB
LABOR ENTRY
Course Description: Enables the entry and reporting of labor for employees and contractors.
Labor hours can be recorded, edited, reviewed, approved, transferred, and adjusted for payroll and contractors, and for tracking costs and work performance.
Duration: 3-5 days
Intended Audience: Individuals who are responsible for Employees, Contractors, Managers, Payroll Administrators, Contract Administrators; training instructors and managers.
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Labor Entry Setup and Overview
Time Sheet Entry
Model Time Sheets
Background Time Sheets
Time Sheet Routing and Approval
Time Sheet Revisions and Corrections
Time Sheet Management
Time Sheet Reports
Objectives: On completion of this course, you should know how to capture charge items such as labor hours, premiums, and days off for both internal employees and contractors.
Training Resources: Training Agenda Course ID: ASDDB-1266
Overview Presentation Course ID: ASDDB-1219
Student Guide Course ID: ASDDB-1021
NAM Training Course Catalog – Asset Suite P a g e 1 6 | 31 © 2016 ABB
MATERIAL SAFETY DATA SHEET (MSDS)*
NOTE: This module is now titled Safety Data Sheets (SDS). Training courseware will be revised to reflect this change in the near future.
Course Description: Provides the functionality to control all aspects of MSDS administration, regulatory requirements and reporting.
Application functionality provides easy access to MSDS information at the time of receipt, putaway and/or issue.
Duration: 3-5 days
Intended Audience: Buyers, Receiving Personnel, Warehouse Personnel, Personnel using Hazardous Materials; training instructors and managers.
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
MSDS Overview and Setup
Create a Material Safety Data Sheet
Material Safety Data Sheet Sections
Chemical Data
Inventory Activities
Management Activities
Reports
Objectives: On completion of this course, you should know how to:
control all aspects of MSDS administration, regulatory requirements and reporting
Training Resources: Training Agenda Course ID: ASDDB-1267
Overview Presentation Course ID: ASDDB-1220
Student Guide Course ID: ASDDB-1022
* Note – This module is being renamed to “SDS” for Safety Data Sheets, to maintain equivalency with industry making this same change across the board.
NAM Training Course Catalog – Asset Suite P a g e 1 7 | 31 © 2016 ABB
PROCUREMENT ENGINEERING
Course Description: Provides the functionality to ensure that procured goods and services are of sufficient quality to fill all safety and regulatory requirements for the intended plant use.
Duration: 3-5 days
Intended Audience: Procurement Engineering Supervisors and Specialists
Design Engineers
Materials Catalog Specialists and Material Analysts
Supply Chain Supervisors
Buyers
Contract Analysts
Quality Control Specialists
Receiving Personnel
Materials Managers
Warehouse Personnel
training instructors and managers
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Procurement Engineering Overview and Setup
Requesting a Procurement Engineering Evaluation
Reviewing and Assigning Work
Performing a Basic Evaluation
Verifying Bill of Materials
Item Equivalency Evaluations
Commercial Grade Dedication
Maintaining the Restricted Materials and Suppliers List
Maintaining QA Approved Suppliers List
Reports
Objectives: On completion of this course, you should know how to:
Manage the Procurement Engineering life cycle to ensure that procured goods and services are of sufficient quality to fill all safety and regulatory requirements for the intended plant use.
Training Resources: Training Agenda Course ID: ASDDB-1269
Overview Presentation Course ID: ASDDB-1221
Student Guide Course ID: ASDDB-1025
NAM Training Course Catalog – Asset Suite P a g e 1 8 | 31 © 2016 ABB
PROJECT MANAGEMENT
Course Description: Asset Suite Project Management application is an integrated application designed to support all projects within an organization.
Duration: 3-5 days
Intended Audience: Individuals who are responsible for Project Managers, Management, Work Planners, Schedulers, Buyer/Purchasing Agent; training instructors and managers.
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Project Management Overview and Setup
Define a Project
Plan a Project
Approve a Project
Monitor a Project
Project Analysis
Project Completion
Reports
Objectives: On completion of this course, you should know how to:
Use the Project Management modules to support projects within your organization.
Training Resources: Training Agenda Course ID: ASDDB-1270
Overview Presentation Course ID: ASDDB-1222
Student Guide Course ID: ASDDB-1026
NAM Training Course Catalog – Asset Suite P a g e 1 9 | 31 © 2016 ABB
PERSONNEL QUALIFICATIONS DATA
Course Description: Provides the functionality to track training and qualification data assigned to employees and contractors.
Duration: 3-5 days
Intended Audience: The Personnel Qualifications Data application is typically used by authorized personnel like Planners and Schedulers who must assign personnel to jobs knowing that these individuals are qualified to perform the work properly; and training instructors and managers.
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Personnel Qualifications Data Overview and Setup
Manage Qualifications Assignments, Exams, and Exam Data
Manage and Update Personnel Qualifications
Objectives: On completion of this course, you should know how to:
Define Qualifications at a basic level and then group them at higher levels.
Customize Qualifications & Qualification Groups against individuals.
Track class rosters and exam information
Ensure integration between class exam information and individual's qualification records.
Roll up/roll down qualification information through qualification levels using automated functionality.
Training Resources: Training Agenda Course ID: ASDDB-1268
Overview Presentation Course ID: ASDDB-1223
Student Guide Course ID: ASDDB-1023
NAM Training Course Catalog – Asset Suite P a g e 2 0 | 31 © 2016 ABB
PURCHASING
Course Description: The Asset Suite Purchasing application is part of an integrated system designed to control all phases of material procurement processing in support of facility operations and maintenance.
Duration: 3-5 days
Intended Audience: Material Analysts
Procurement Engineers
Buyers and Expeditors
Materials Catalog Specialists
Contract Administrators
training instructors and managers
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Purchasing Overview and Setup
Procurement Card Transactions
Purchase Requisitions
Request for Vendor Evaluation
Process RFQ and Post Vendor Bids
Purchase Orders
Blanket Purchase Orders
Blanket Purchase Order Releases
Revise PO–BPO Release
Expediting Purchase Orders
Management Reporting
XML/EDI Error Correction
Open Requisition Backlog
Reports
Objectives: On completion of this course, you should know how to:
Control all phases of material procurement processing in support of facility operations and maintenance.
Training Resources: Training Agenda Course ID: ASDDB-1271
Overview Presentation Course ID: ASDDB-1224
Student Guide Course ID: ASDDB-1024
NAM Training Course Catalog – Asset Suite P a g e 2 1 | 31 © 2016 ABB
SYSTEM ADMINISTRATION
Course Description: The purpose of the System Administration (SA) and Financial Transaction Infrastructure (FTI) setup is to allow for the integration of the various Asset Suite products and incorporate your company's unique organizational and financial needs.
Duration: 5 days
Intended Audience: System Administrators; training instructors and managers.
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
System Administration and FTI Overview
Initializing the Asset Suite System
Establishing an Asset Suite User
System Code Values
AAA Routing
Preferences Setup
Security Setup
Financial Transaction Infrastructure Overview
View Financial Transaction Details
Account Information Setup
Cost Element Setup
Activity Setup
Account Mapping Setup
Accounting Transaction Defaults Setup
Online Journal Entry Processing
Extracts Processing
External Folder and Indexing Processing
Trigger Configuration
Objectives: The System Administration and FTI modules of Asset Suite enable employees to:
Use more of what they know
Share their knowledge more easily with others
Learn more about their jobs using the new technology
Training Resources: Training Agenda Course ID: ASDDB-1272
Overview Presentation Course ID: ASDDB-1225
Student Guide Course ID: ASDDB-1027
NAM Training Course Catalog – Asset Suite P a g e 2 2 | 31 © 2016 ABB
TOTAL EXPOSURE
Course Description: Total Exposure addresses the need to comply with regulations and to fulfill Health Physics functional requirements.
Duration: 3-5 days
Intended Audience: Individuals who are responsible for Dosimetry/Records Clerks, Health Physics Techs, Radiological Control Techs, Radiation Monitors, HP/RCT Supervisors, Health Physicists, ALARA/ALARP Personnel; training instructors and managers.
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Total Exposure Overview and Setup
Exposure Monitoring – Personnel
Exposure Investigation/Tracking
Exposure Monitoring – Dosimetry
Radiological Job Planning
RadCon Log
Access Control
Respirator Tracking
Radioactive Source Tracking
Bioassay Tracking
Instrument Tracking
Airborne Radiation Surveys
ALARA/ALARP Administration
Reporting
Objectives: On completion of this course, you should know how to:
completely monitor and record functions for both external and internal exposure received by the individual
Training Resources: Training Agenda Course ID: ASDDB-1273
Overview Presentation Course ID: ASDDB-1226
Student Guide Course ID: ASDDB-1028
NAM Training Course Catalog – Asset Suite P a g e 2 3 | 31 © 2016 ABB
WORK MANAGEMENT OVERVIEW
The Asset Suite Work Management (WM) is an integrated application that encompasses activities to
facilitate documenting, planning, scheduling, performing and completing all work activities required to
support the efficient operation and maintenance of a facility.
The Work Management modules are typically used by Work Crew Supervisors, Tradesmen,
Engineers, Management.
Work Management is the largest part of Asset Suite. Therefore, for your convenience and to facilitate
readability, training courses and materials are separated into six different smaller modules:
WM Data Setup
WM Work Planning
WM Work Scheduling
WM Performing and Completing Work
Preventive and Predictive Maintenance
WM Analysis and Reporting
Each of these courses is addressed with information on the following pages.
WM Work Flow
The high-level business flow of Work Management includes the following basic functions:
System Administration and Data Setup
Initiate Work Activities
Approve Work Activities
Plan Work Activities
Schedule Work Activities
Perform Work Activities
Complete and Close-out Work Activities
Develop a Preventive Maintenance Program
Work Management Analysis and Reporting
NAM Training Course Catalog – Asset Suite P a g e 2 4 | 31 © 2016 ABB
Work Management Integration
WM integrates with these Asset Suite modules, in the following ways:
Integrating Modules Work Management
Action Tracking Cross-reference between Work Order Tasks and
Action Requests and Assignments
Contract Management Contract Requisitions created from Work Order
Tasks. Accounting carried from WO Task to
Contract. Contract estimates and actual costs
rolled to Work Order Task.
Design Engineering Doc Refs, Work Standards, Permit and Resource
Requirements including material transferred to WO
Task.
Document Management Controlled Document references on Work Order
Tasks, Equipment Records and UTCs
Equip Tag Out Auto/Manual Clearance Request generation. Hold
Code generation.
Financial Integration Triggers available to send WO Task financial data
to external financial system
Inventory Management Material Req on WO Task, Bills of Material, UTC
generation on Material Receipt.
Labor Entry and Reporting Hours recorded against WO Tasks automatically
generate time sheets
PQD Define qualifications requirements against
Equipment Records. WO Task displays
qualification requirements. Qualified employees
displayed during WO Task Scheduling.
Project Management Project Number referenced on WO Task, then WM
accumulates all maintenance costs against a
project.
Total Exposure RWPs created on WO Task
NAM Training Course Catalog – Asset Suite P a g e 2 5 | 31 © 2016 ABB
WORK MANAGEMENT DATA SETUP
Course Description: Familiarizes the user with and give the capacity to add data codes to support al work management functionality.
Duration: 3-5 days
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Preliminary Data Setup
Additional Equipment Related Information
Attributes and Parameters
Billing Templates
Bill Of Materials (BOM)
Client
Complex Codes
Data Hierarchy
Equipment
Equipment Related Codes
Facility/Unit Operations
Grants
Hold Codes
Itineraries and Audits
Location Data
Manufacturers
Parameters
Permits
Predictive Maintenance Setup for Equipment Record
Preventive Maintenance Setup for Equipment Record
Property Units and Compatible Units
Reliability Centered Maintenance (RCM
Resource, Personnel & Crew Maintenance
Right of Way
Risk Assessment
Uniquely Tracked Commodity
Work Standards
Training Resources: Training Agenda Course ID: ASDDB-1275
Overview Presentation Course ID: ASDDB-1227
System Administration/ FTI Student Guide Course ID: ASDDB-1027
NAM Training Course Catalog – Asset Suite P a g e 2 6 | 31 © 2016 ABB
WM WORK PLANNING
Course Description: Provides the functionality to.
Application functionality provides
Duration: 3-5 days
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Create a Work Request
Work Request Review Process
Create a Service Request
Service Request Review Process
Convert Approved Work Request into a Work Order
Convert Approved Service Request into a Work Order
Create Work Order
Make Changes to a Work Order
Search for Existing Work Orders
Plan a Task
Create Expedited Work Order
Create Model Work Order
Permit Request
Initiate/Review Work Order
Status Tracking and Hold Processing
Objectives: On completion of this course, you should know how to:
Manage the tasks that comprise the work planning life cycle.
Training Resources: Training Agenda Course ID: ASDDB-1278
Overview Presentation Course ID: ASDDB-1230
Student Guide Course ID: ASDDB-1030
NAM Training Course Catalog – Asset Suite P a g e 2 7 | 31 © 2016 ABB
WM WORK SCHEDULING
Course Description: Provides the functionality to identify personnel and other work schedule data so that Work Scheduling may be performed.
Application functionality provides
Duration: 3 days
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Work Scheduling Setup
Search for Work to be Scheduled
Review Work to be Scheduled
View Existing Work Schedules
Schedule Work
Print Functions for WMS Scheduling
Generic Scheduling Tools
Interface with 3rd Party Scheduling Tools
Objectives: On completion of this course, you should know how to:
Manage the tasks that comprise the work scheduling effort.
Training Resources: Training Agenda Course ID: ASDDB-1279
Overview Presentation Course ID: ASDDB-1231
Student Guide Course ID: ASDDB-1031
NAM Training Course Catalog – Asset Suite P a g e 2 8 | 31 © 2016 ABB
WM PERFORMING AND COMPLETING WORK
Course Description: Provides the functionality to gather data on task/work completion details, and to record how that work affects equipment, billing, and future work scheduling.
Duration: 3-5 days
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Record Work Progress Information
Record Work Order/Task Completion Details
Record Equipment Change Details
Route/Conduct Work Order Completion Review
Billing and Revenue
Calibration Support
Objectives: On completion of this course, you should know how to manage the tasks that comprise the work completion effort.
Training Resources: Training Agenda Course ID: ASDDB-1276
Overview Presentation Course ID: ASDDB-1228
Student Guide Course ID: ASDDB-1032
NAM Training Course Catalog – Asset Suite P a g e 2 9 | 31 © 2016 ABB
WM PREDICTIVE AND PREVENTIVE MAINTENANCE
Course Description: Provides the functionality to the repetitive equipment maintenance of preventive and predictive maintenance.
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Preventive and Predictive Maintenance (PPM) Data Setup
Create Equipment Record
Define PD Operating Factors
Create the Uniquely Tracked Commodity
Create the Frequency Codes
Create Model Work Order
Create PM Objects
Working with the PM
Work Order Completion Processing
Objectives: On completion of this course, you should know how to manage the tasks that comprise the PPM effort.
Training Resources: Training Agenda Course ID: ASDDB-12
Overview Presentation Course ID: ASDDB-12
Student Guide Course ID: ASDDB-10
NAM Training Course Catalog – Asset Suite P a g e 3 0 | 31 © 2016 ABB
WM ANALYSIS AND REPORTING
Course Description: Provides the functionality to offer reports, analysis tools and review functions. These functions permit maintenance personnel and managers to manage their assets from a cost and historical failure perspective.
Duration: 3-5 days
Prerequisites: Asset Suite System Basics web-based training (WBT)
Topics Included by User Selection:
Work Management Analysis
Work Management Reports
Objectives: On completion of this course, you should know how to:
manage the tasks that comprise the analysis and reporting effort.
Training Resources: Training Agenda Course ID: ASDDB-1274
Overview Presentation Course ID: ASDDB-1232
Student Guide Course ID: ASDDB-1033
NAM Training Course Catalog – Asset Suite P a g e 3 1 | 31 © 2016 ABB