Asset Management parameters

In Asset Management, general parameters relating to assets, work orders, and work order scheduling must be set up. This article explains how to set them up. Select Asset management > Setup > Asset management parameters to open the page.

Note

If you'd like to set up a system that includes demo data for testing Asset Management features, see Deploy a demo environment for instructions.

The Assets tab

The Assets tab provides the following settings:

• Default functional location is the standard functional location, which is automatically selected on assets when you create new assets.
• In the Standard calendar field, select a calendar to be used for calculating asset KPIs if no resource is selected on an asset.
• In the View field, select the standard view that is shown when you open Asset view (Asset management > Assets > Asset view).
• Default request type is the standard maintenance request type, which is automatically selected when you create a new request.
• Forecasts on job types are stored on the project selected in the Forecast project field. For each job type, a new activity is automatically created on the forecast project. Forecasts on the job type are then saved on the forecast project.
• In the Model field, select the forecast model used on job type and work order forecasts.

The Work orders tab

The Work orders tab provides the following settings:

• Default work order type defines standard settings when creating a work order.
• Preventive work order type defines the work order type used when creating work orders from maintenance plans. If this field is left blank, the work order type in the Default work order type field is used.
• In the Related work order mask field, you define the maximum number of work orders that can be related to a work order. For example, ## allows you to have up to 99 work orders related. If you define a mask as described here, related work orders will be numbered [work order ID of the work order to which a work order is related] -01, -02, -03, and so on. If you do not define a mask in this field, a related work order will get the next sequential work order ID.
• Select Yes for Copy faults if you want to automatically copy faults registered on maintenance requests to related work orders.
• In the Level field, you define the functional location level that is automatically inserted on a work order if all related work order jobs refer to the same functional location. If the work order jobs do not all relate to the same functional location on the defined level, the Functional location field is left blank on the work order. For example, if you insert the number "1" in this field, that is the top level in a functional location structure. If you insert the number "0" in this field, you have not defined a specific functional location level, only that all work order jobs on a work order must be related to the same functional location for that functional location to be added to the work order.
• Journals used when posting consumption on a work order can be selected on the General FastTab in the Hour, Item, and Expense fields.
• In the Product language source field, select which language to use for product names in Asset management reports. You can select the language set up on the company account, or the language set up for the user currently logged in.
• Select Yes for Real time update if you want to automatically update changes to job type defaults, maintenance plans, and maintenance rounds.
  • If you select No, changes to job type defaults, maintenance plans, and maintenance rounds are not updated automatically in Asset Management.
  • Select No if you have large amounts of data being synchronized, for example, many assets or functional locations set up on maintenance plans or maintenance rounds, or a large number of maintenance plans or rounds.
  • If you make changes to job type defaults or maintenance plans or maintenance rounds, and you have selected No to real time update, a warning may not be shown if the changes influence:
    • Functional locations set up on maintenance plans or rounds
    • Objects set up on maintenance plans or rounds
    • Maintenance plans setup
    • Maintenance rounds setup
• On the Category FastTab, default categories relating to consumption on work orders can be defined.

The Work order scheduling tab

The Work order scheduling tab provides the following settings on the General FastTab:

• Schedule time fence defines period in days, calculated from the expected start date of the work order, during which work order jobs are planned.
• The Master plan relates to resources in the Organization administration module. If you select a master plan in this field, you will be able to see capacity reservations related to work orders in Capacity reservations (Organization administration > Resources > Resources > select resource > Resource tab > Capacity reservations button). If you leave this field blank, you will be able to see capacity load related to work orders in Capacity load (Organization administration > Resources > Resources > select resource > Resource tab > Capacity load button).

Note

The selection regarding using a master plan in the Asset management module, and the related form used to get an overview of capacity reservations or capacity load is the standard setup. Depending on your setup in the Master plan field, you will be able to access capacity information in either Capacity reservations or Capacity load in the Organization administration module. It is not possible to create a setup in which capacity reservations are shown in both views.

The fields described in the following list all relate to calculated rating scores, which are used to calculate work order priority during work order scheduling.

• Priority - A rating score calculated together with the rating score in the Criticality and Start date fields. The number in this field is divided by the number in the Priority field on a work order. For example, if the value "5.00" is inserted in this field, and a work order has priority "20", the rating score for priority is 0.25.
• Criticality - A rating score calculated together with the rating score in the Priority and Start date fields. The number in this field is multiplied by the number in the Criticality field on a work order. For example, if the value "10.00" is inserted in this field, and a work order has criticality "5", the rating score for criticality is 50.
• Start date - A rating score calculated together with the rating score in the Priority and Criticality fields. This field indicates daily score as a negative value and is compared to the Expected start field on a work order. For example, if the value "10.00" is inserted in this field, and the expected start date of a work order is three days from now, the rating result is minus 30.00. Adding the results of 0.25 and 50 from the examples in the Priority and Criticality fields described above provides a total of plus 20.25. That number is compared to all other work order rating scores during work order scheduling, and the highest rating scores are then planned first.
• Responsible worker - A rating score calculated together with the Responsible worker group, Preferred worker, Preferred worker group, Asset location, and Start date rating score values. If the value "50.00" is inserted in this field, and a responsible worker has been selected on a work order, the worker gets 50 points in the overall worker calculation during work order scheduling.
• Responsible worker group - A rating score calculated together with the Responsible worker, Preferred worker, Preferred worker group, Asset location, and Start date rating score values. If the value "50.00" is inserted in this field, and a responsible worker has been selected on a work order, the worker gets 50 points in the overall worker calculation during work order scheduling.
• Limit to responsible - This limits the number of workers available for work order scheduling. Select No if you want to calculate a score for all workers, regardless if they are set up as responsible workers or part of a responsible worker group. Select Yes if you want to calculate a score for workers who are set up as responsible worker on the work order, and/or included in a responsible worker group selected on the work order.
• Preferred worker - A rating score calculated together with the Responsible worker, Preferred worker, Preferred worker group, Asset location, and Start date rating score values. The four rating scores are calculated and added together to provide a score used for selecting which worker should be assigned to which work order during work order scheduling. If the value "10.00" is inserted in this field, and a worker has been selected as preferred worker on a work order, that worker gets 10 points in the overall worker calculation during work order scheduling.
• Preferred worker group - A rating score calculated together with the Responsible worker, Preferred worker, Preferred worker group, Asset location, and Start date rating score values. If the value "10.00" is inserted in this field, and a worker has been assigned to a preferred worker group selected on a work order, that worker gets 10 points in the overall worker calculation during work order scheduling.
• Limit to preferred - This limits the number of workers available for work order scheduling. Select No if you want to calculate a score for all workers, whether they are set up as preferred workers or part of a preferred worker group. Select Yes if you only want to calculate a score for workers who are set up as preferred workers, and/or included in a preferred worker group.
• Location - A rating score calculated together with the Responsible worker, Preferred worker, Preferred worker group, Asset location, and Start date rating score values. If the value "3,000.00" is inserted in this field, a worker gets 3,000 points in the calculation if the worker is located in the same factory or facility as the asset on which a job is to be scheduled.
  • If your company uses functional locations, workers get full score if they are located on the functional location related to the asset. If the functional location of the asset has a parent asset, workers on that functional location get 1/2 score. If that location also has a parent, workers on that location get 1/3 score. If that location also has a parent, workers on that location get 1/4 score, and so on.
  • If your company uses asset location, which we do not recommend, location, area, and zone are used to calculate location scores. Workers get full score if they are located in the location and area and zone related to the asset. If worker location only matches location and area, the rating score for the worker is 2/3 of the full score. If worker location only matches location, the rating score for the worker is 1/3 of the full score.
• Limit to location - This limits the number of workers available for work order scheduling. Select No if you want to calculate a score for all workers across all functional locations. Select Yes if you only want to calculate a score for workers who are associated with the work order's functional location.

Note

The three "Limit to" fields increase the speed of work order scheduling by limiting the number of scores calculated for workers.

Worker's start date - A rating score calculated together with the Responsible worker, Preferred worker, Preferred worker group, Asset location, and Start date rating score values. This field indicates daily score as a negative value and is compared to the Expected start field on a work order. If the value "10.00" is inserted in this field, and the expected start date of a work order is tomorrow, the rating result is minus 10.00.

• Assuming that no responsible worker and responsible worker group have been selected on a work order to be scheduled - you add and subtract the rating score values in the examples in the Preferred worker, Preferred worker group, Asset location, and Start date fields above, you get a total of 3,010.00. This means a high score for the worker who is already selected as preferred worker as well as included in the preferred worker group on the work order, and the worker is also located in the same facility as the asset for which a job needs to be scheduled. This means there is a good chance that the worker in question will be selected to complete the job during work order scheduling.
• If the value "0.00" is inserted in one of the eight fields above, that rating score will not be used during work order scheduling.

The Document types tab

Select the document types that should be available for printing attachments related to a work order report. This is done by selecting a document type in the Available section and selecting . If you want to remove a selected document type, select the document type in the Selected section and select .

The Number sequences tab

Select the required number sequences in this section. There are two number sequences for assets: one for manually created assets and one for assets created through pending assets.