what’s new in infor eam 11 - prevas.no · infor confidential copyright © 2017. infor. all rights...

1Copyright © 2017. Infor. All Rights Reserved. www.infor.comInfor Confidential

What’s New in Infor EAM 11.4

June 2018


Release Naming Convention

• 11.3, 11.4

– On premise and SaaS releases

– On premise ISO also contains all prior SaaS releases

– Typically released on an annual basis

• 11.4.x

– SaaS-only releases

– Released multiple times during the year

– Typically small functional releases

• 11.4.x.x

– Patches

– Released as needed


Agenda

EAM 11.3.2 EAM 11.4EAM 11.3.2.xEAM 11.3.1 FedRampCertification


Agenda



EAM 11.3.1 changes• Linear Equipment

• GIS

• Nonconformities

• Checklists


Linear Equipment Changes

• Equipment Screens

– Assets, Positions and System screens

• From Point and To Point

• Linear Equipment Type

–Right of Way

–Route

–Segment

• Direction

– Linear Reference Tab

• Point Reference

– Segments and Routes tab

• Segments tab associates equipment of type Segment to header equipment of type Route

• Routes tab associates linear equipment of the type Route to header equipment of the type

Right of Way



• Equipment Screens (contd.)

– Offsets

• Manually determine the actual From Point and To Point by adding or subtracting the required

distance to or from the reference point Linear Equipment Type

– New Fields available on the Linear References tab, the Segments

tab and the Routes tab of the Assets, Positions and System screens

and on the Work Order screen

• From/To Reference Point

• From/To Offset

• From/To Offset Percentage

• From/To Offset Direction


Hidden in Screen Designer


Edit Dataspy to add to layout



• Trace Route

• New button on Work Order screen

– Popup to select a route and specify the From Point and To Point of the required

work.

– Using the branch points on the Segments tab, you can cross over to another route

with the same equipment or branch identifier, etc. and basically trace work over

several related routes

– End of the trace options

• Start a new trace

• Continue an earlier trace

• Include all related equipment of a traced route

– Once all data is collected the system will create MEC work orders for the selected

trace records.



• Linear Overview

– Linear Overview tab was enhanced to support the new features

– New Routes/Segments main feature node

– Preferences can now be set to show / not show main features as well as linear

reference classes and you can also determine in which sequence they appear.


Route Tracing on Work Orders


GIS Improvements

• Support for ArcGIS Server Side Security used to verify Map

Server Security

–ESRI ArcGIS Server User added to User Record View

–ESRI ArcGIS Server Password added to User Record View

–Security applies to Map Service and Geocoding Services

–ArcGIS Toolbar updated to include Alias and Operational Status fields.


Nonconformity Changes

• Nonconformity screen

– Work order status, priority and equipment criticality related to the observation

• Work Order Nonconformity tab

– Equipment attributes

• Equipment Nonconformity tab

– Work order status and priority


Nonconformity Changes• PM Schedules screen and Standard WO screen

• Added Nonconformities tab

• Used to filter which nonconformities should be included on the released PM or Maintenance

Pattern work order

• Must select the Include Nonconformities checkbox otherwise no nonconformities will be

associated to the work order

• Multiple Unfinished Observations

– System now will generate new unfinished observations without approval of previous

unfinished observations

– New organization option ‘NONCSURA’ . If set to 'FIRST' the lowest observation will

be used as the template, if set to 'LAST' it will be the highest observation and if set

to 'UPD' it will be the most recently updated observation as template for new

observations

– Import Nonconformities action on the Nonconformity tab of the Work Order screen

was also adjusted to handle multiple unfinished observations


Nonconformity Changes

• View Multiple Comments and Documents

– New organization option ‘NONCVMAX’ determines how many previous

observations for the same nonconformity will be displayed on the comments and

documents popup.

– Was hard coded to 50 but now can be set up to 999,999

– If blank the system assumes that no previous comments or documents should be

displayed

– Comments and documents of unfinished observations will always be displayed,

regardless the setting of this option

– Buttons to view multiple comments or documents are now on the Nonconformities

tab of the work order and on the Nonconformities screen


Work Module - Checklists

• Checklist for Task Plans

– New checklist type called “OK/Repair Needed”

• Not available for task plans, marked as Nonconformity, Isolation method or Case Management

• Ability to add individual checklist line item comments

• Color icon field to differentiate with priority/severity

• Reference text field

– New value in the Required dropdown called “Regulatory”


Work Module - Checklists

• Checklist for Work Orders and Operator Checklist

– For all checklists of type OK/Repair Needed, 2 checkboxes called “OK” and

“Repairs Needed” will be available along with a “Resolution” dropdown field (RSLT

entity)

– Various rules exist, with Regulatory checklist items marked for Repair, and

subsequently Closing the work order / Making the equipment operational or non-

operational / Signing off on the checklist

• Work Order Checklists for Equipment

– New read only tab on the Assets/Systems/Positions/Locations screen

– Shows all the work order-activity checklists associated to the header equipment


PIRs• Generate Requisitions

– New option on the Parameters tab to control whether the Select checkbox is checked by

default on the Parts and Services Preview tabs (Auto Select Records)

– The Auto Select Records on Preview checkbox is optional and delivered as hidden

– Checkbox is selected by default by the system.

• Screens

– Screen Code field modified to prevent: Percentage (%), Single Quote (‘), Ampersand (&),

Question Mark (?), Pound (#), Left Caret (<), Right Caret (>), Double Quote (“), and

Forward Slash (/)

– This will not impact existing screen codes.

• User Groups - Screen Permissions

– Added Translations tab for Requisitions screen so that it can be activated if needed

• Equipment (A/P/S/L) | Work Order Checklists

– New read only tab displays WO Checklists for the selected equipment.


PIRs

• CLONE

– Introduced Equipment Ranking Level as a parameter in Queries

• Equipment (A/P/S)

• Ranking Surveys

• Calculate Ranking Values

• Grid Designer

– New checkbox for GIS (Roads & Highways)

– Will be used by a future enhancement.

• Users

– New fields to record the ArcGIS Server user/password information


Organization Options


Agenda


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EAM Administration


Dataspies tab on Screens Screen


Add Users Popup


Text tab – new Tab Name field


Configuration Manager – Import Status


Status Details popup


Archive Screen new options


User Screen – new KPIs tab


User Screen – new Inboxes tab


Flex Business Rules – new warning


Equipment


Nonconformities

• Changed from one table to Header & Observations tables

• The previous Nonconformities screen is now called Nonconformity Observations

– Looks & feels the same

– Header & Observations shown together & both can be updated at the same time*

– Closed and Repaired checkbox have been removed

– Purge function has been removed

– Capital Planning Request creation moved to the new Nonconformities screen

• The Nonconformities tab on the Work Order screen has undergone similar changes

The Nonconformities functional brief describes the nonconformity

functionality in a lot more detail. Highly recommended reading


Installation Option/Status changes


Linear Overview changes

• In preferences - hide segments and routes, or compress segments into

one line using the default segment type, rather than one line per segment

type

• In preferences - control which routes and segments are displayed and in

which sequence

• Define multiple user preferences per user

• Add nonconformities to the list of filters. The list now includes work orders,

inspection results, checklist and nonconformities. It is also possible to hide

this node now

• Double-clicking a bar with an equipment will hyperlink to that equipment


Equipment (A/P/S/L) – new Structure Preferences popup


Asset Inventory changes

• Filter sessions based on the inventory verification date

• Inventory Results tab - the system will exclude all assets, with an inventory

verification date later than the date entered on the parameters tab

• Inventory Results tab - a new action item to mark an asset as ‘Not Found’

• New Organization option AINVAPP to set the resolution of assets whose

observed location is blank, or to block the user from approving the session


New Reservation Calendar Owners List


Approval List for Asset Reservations


Equipment – Reservation Calendar Owner’s List


Work Module


Work Orders

• You can now book labor across midnight – creates two records on Book

Labor tab for Work Orders

• New Organization Option - WOBKMIDN controls it

• Other screens impacted

– Book Hours tab for Service Request

– Work Order Quick Entry

– Book Labor tab for Employee

– Quick WO Close

– Labor tab for Batch WO Update


Miscellaneous Updates


Open Repairs tab

• Assets – the tab will display information about internal and external repair

requisition lines & PO lines associated with its repair. Open Repairs is only

for Assets (EAM does not support repairable Positions or repairable

Systems)

• Requisitions - the tab will display information about the assets included

on the requisition in need of repair. Only external repair details that have

not yet been received will be included

• POs - the tab will display information about the assets included on the

purchase order in need of repair. Only external repair requisition line

details for the selected purchase order that have not yet been received will

be included

•


Additional Changes

• New checkbox – “Force Update” added to the Import Utility as an option to

update existing data only and not insert new rows


Revision Control

• Instead of having to specify an Approval List in update mode on revision

controlled screens, you can now enter an Approval List in insert mode. The

following screens are also impacted: Material Lists, Routes, PM

Schedules, Task Plans, Job Plans


Agenda



EAM 11.3.2.1 changes• New Mobile First Screen field on User Setup screen: Use to specify

which screen opens first by default on the mobile app.

• New Add/Edit Documents link button on Checklist tab of Work Orders: Use to add new and view existing documents on a checklist line.

• New JSI checkboxes on User Setup screen: Added checkboxes to indicate the type of user: JSI Viewer, JSI Signals, JSI Track, and JSI Reviewer.

• New Checklist Filter field on Equipment screens: Use the Checklist Filter field to list a comma delimited set of attributes that will be listed on checklist lines. When one or more attributes match, the checklist line will be included on checklists for that equipment.


EAM 11.3.2.1 changes• New Joint Switch Inspection checkbox on Task Plans screen: Use this

checkbox to indicate that the task plan will contain a JSI checklist. This will enable new features on the Checklist tab of Task Plans.

• New Tolerances tab on Aspects screen: Use to associate ranges for measurements of an aspect that constitute nonconformity. Tolerances can be defined on the aspect level and on an equipment category level.

• New Nonconformity Types tab on Aspects screen: Use to associate nonconformity types that are applicable to a particular aspect.


EAM 11.3.2.2 changes• User defined fields on the Create Service Request screen: Added

existing Call Center user defined fields to the Create Service Request screen.

• Update to Nonconformities header screen: Added Notes field to nonconformities header. Revision control determines if the field is editable in update mode.

• Provisioning tenant from CSP: Added support for enabling or disabling features like Infor Document Manager, Databridge/ION, and Ming.le with Single Sign-On after provisioning tenant from CloudSuite Portal.

• Enhanced support for Joint Switch Inspection: Prevented enhanced planning for joint switch inspection tasks by removing ability to select both Enable Enhanced Planning and Joint Switch Inspection check boxes simultaneously for the same task plan record.


EAM 11.3.2.3 changes• User defined fields on the Create Service Request screen: Added

existing Call Center user defined fields to the Create Service Request screen.

• Update to Nonconformities header screen: Added Notes field to nonconformities header. Revision control determines if the field is editable in update mode.

• Provisioning tenant from CSP: Added support for enabling or disabling features like Infor Document Manager, Databridge/ION, and Ming.le with Single Sign-On after provisioning tenant from CloudSuite Portal.

• Enhanced support for Joint Switch Inspection: Prevented enhanced planning for joint switch inspection tasks by removing ability to select both Enable Enhanced Planning and Joint Switch Inspection check boxes simultaneously for the same task plan record.


Agenda



Infor EAM v11.4 Highlights

Checklist Improvements

INFOR EAM CHECKLISTS – NEW CHECKLIST TYPES

• Good/Poor – Similar to the Yes/No type, but this will offer a Good or Poor option.

• OK/Adjusted – Similar to the Yes/No type, but this will offer an OK or Adjusted option.

• OK/Adjusted Measurement – Like the OK/Adjusted option, but also allows for the entry of a measurement.

• Nonconformity Check – Spot a nonconformity. Gives an OK option and one or more configurable Severity options.

• Nonconformity Measurement – Spot a nonconformity. Gives an OK option and one or more configurable Severity options.


Infor EAM Checklist Security Roles

• Checklist Viewer - view only access.

• Checklist Reviewer - can view the checklist results and signoff on the

Reviewed By.

• Checklist Performer - can enter the checklist and signoff on the Performed

By. You can enter two performers which will make it a joint checklist.


Miscellaneous Additions to Checklists

• Associate pictures and other types of attachments to a checklist item.

• Different caption on the eSignature popup

• Equipment Filter – filter lines based on very specific equipment attributes.

• Direction – Optional indicator that can be meaningful for measurements.

• Condition As Found – specify a reason why one or more checklist items could not be entered.

• Not Applicable – Similar to the Condition As Found, but now on individual line level.

• Calculated Value – Use two+ measurements to calculate the outcome of another checklist item.


Miscellaneous Additions to Checklists

Following list are enhancements that control the behavior on the mobile device:

• Group Label – Checklist items will be grouped under these headers. A bus inspection can be broken down into several groups this way. A group with engine related checklist items, undercarriage questions and cab and body related questions for example.

• Sliders – Rather than entering a value directly you can opt to use sliders. These are usually only beneficial if the range of numbers is fairly small.

• Hide Follow-up – Will remove the follow-up button from the mobile interface for this line.

• Hide Linear Fields – Will remove the from and to point and the reference description and geographical reference from the mobile interface for this line. Obviously only relevant for linear equipment.


“Responsibilities” on User Setup for Checklist

Users with these same responsibilities associated can only handle the resulting checklists. Security measures will be applied to all aspects of the checklist entry…..Such as:

• On checklist item line level the Responsibility determines which user can enter this line. For joint lines it is even possible to separate the measurement entry from the other data on the line.

• Performed By can only be entered by a user with the same responsibility associated.

• If it concerns a joint checklist, Performed By 2 can only be entered by a user with the same responsibility associated.

• Reviewed By can only be entered by a user with the same responsibility associated.



Web Client Improvements


Infor EAM Web Client Updates

• Sorting “by Name” on Structure Tab instead of sequence

• Increased FlexSQL Length to 64,000 characters

• Can search for Work Orders on Linear Assets via popup called “perform linear search” on WO Record View

• New “notebook” tab added to equipment to document and extend findings via new “Mobile Notebook” features of Infor EAM Mobile.

• Can now attach documents when sending emails by pulling from copies from the triggering record (events, mobile notebook, orders, objects, parts).

• Adding documents to Checklists



Regulatory Enhancements


Infor EAM Web Client Updates

• Support for European General Data Protection Regulation (GDPR) Standards

• New support for Certificate Based Client Authentication via Personnel Identity Verification (PIV) or Common Access Card (CAC) cards

• Added linearity to non-conformities

• Added Notes field to non-conformities

• “Mobile first screen” on User Setup now has LOV

• Valid articles from KB Search brought back when Service Code validation checked.



GIS Integration


GIS Improvements

• Toolbar Install tested with ArcGIS v10.4.1, 10.5.1, and 10.6

• Toolbar version check is removed

• Infor EAM Attributes Mapping has changed due to linear asset

management expansions.

INFOR EAM – MOBILE NOTEBOOK IN WEB CLIENT

INFOR EAM MOBILE CLIENT – MOBILE NOTEBOOK


INFOR EAM MOBILE – NON CONFORMITY


We’ve Been Busy….


Release Notes

• EAM 11.3.2 Release Notes

• EAM 11.3.2.1 Release Notes




• EAM 11.4 Release Notes

• EAM Mobile Release Notes

https://www.inforxtreme.com/esknowbase/root/DLPublic/54632/ReleaseNotes_EAM_30Nov2017_11-3-2-1.pdf

https://www.inforxtreme.com/esknowbase/root/DLPublic/54632/ReleaseNotes_EAM_30Nov2017_11-3-2-1.pdf

https://www.inforxtreme.com/esknowbase/root/DLPublic/55210/ReleaseNotes_EAM_31Jan2018_11-3-2-2.pdf

https://www.inforxtreme.com/esknowbase/root/DLPublic/55643/ReleaseNotes_EAM_30Mar2018_11-3-2-3.pdf

https://www.inforxtreme.com/esknowbase/root/DLPublic/56585/ReleaseNotes_EAM_30May2018_11-3-2-4.pdf


KT Videos

• EAM 11.3.1 Linear Equipment

• EAM 11.3.2

– Mobile for Transit

– GIS Improvements for Mobile for Transit

– Intro to Nonconformities

– Nonconformities Setup

– Nonconformity Types and Matrix

– Nonconformity Operation

– Nonconformity Observations

– Nonconformities with Work Orders and Equipment

• EAM 11.3.2.4 GDPR Compliance

https://player.vimeo.com/video/211356982











KT Videos

• EAM 11.4

– Asset Moves

– New Checklist Functionality

– Notebook

– GIS on Mobile 1 of 3





https://vimeo.com/inforstreaming/review/267300406/1880bf8f96

GIS on Mobile 1 of 3


https://vimeo.com/inforstreaming/review/275099974/b56600d437