HxGN EAM Help - HxGN EAM - 12.2 - Help - Hexagon

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Product: HxGN EAM
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HxGN EAM Version: 12.2

HxGN EAM Help
What is HxGN EAM?
Using this help
EAM user tasks
Basics
Managing your account
Working with documents
Associating documents with records
Uploading documents to the application
Managing comments
Adding comments
Modifying comments
Viewing audits for comments
Managing description translations
Managing entity associations
Associating addresses
Associating parts
Viewing electronic records and signatures
Managing Dataspies
Creating and saving a new Dataspy
Editing an existing Dataspy
Creating a copy of an existing Dataspy
Deleting a saved Dataspy
Specifying Dataspy criteria
Specifying Dataspy filter criteria
Specifying Dataspy sort criteria
Specifying Dataspy layout criteria
Specifying Dataspy advanced criteria
Hiding global Dataspies
Viewing bulletins
Asset Management
Understanding equipment
Viewing equipment overview 360
Setting up initial equipment information
Setting up equipment categories
Setting up closing codes
Associating classes with closing codes
Associating groups with closing codes
Defining closing code hierarchies
Setting up departments
Associating tools with departments
Creating equipment profiles
Defining details for risk matrix setup
Defining consequences for risk matrix setup
Defining consequence costs for risk matrix setup
Defining equipment
Defining assets
Defining positions
Defining systems
Defining locations
Defining linear equipment
Defining EMRS equipment
Defining equipment using profiles
Defining healthcare assets
Defining healthcare properties
Defining healthcare systems
Creating warranties
Associating parts to warranties
Associating components with warranties
Associating equipment with warranties
Associating VMRS codes with warranties
Printing warranty claim vs. settlement chart
Creating warranty claims
Viewing warranty claims for equipment
Entering settlement details for warranty claims
Associating activities with warranty claims
Adding claim lines to warranty claims
Evaluating equipment
Creating equipment evaluations
Evaluating equipment equivalency
Evaluating cost analysis for equipment
Creating equipment hierarchies
Defining equipment hierarchies
Specifying preferences for equipment hierarchies
Reorganizing equipment hierarchies
Viewing equipment hierarchies
Unlinking equipment
Toggling cost rollup
Viewing the parents of assets, positions, or systems
Viewing the parent of a location
Replacing child equipment
Creating work orders for equipment
Searching work orders for equipment
Creating comprehensive work orders for equipment
Creating nonconformities for equipment
Viewing checklist items for equipment
Defining capacities for equipment
Printing the WO repair costs chart for equipment
Managing linear equipment
Associating references with linear equipment
Searching for references
Adding references to linear equipment
Splitting linear reference records
Viewing linear overview for equipment
Editing linear overview preferences
Adding linear condition references to equipment
Defining linear direction setup
Viewing equipment used for linear references
Adding routes to equipment
Adding segments to equipment
Adding right of ways to routes
Adding routes to segments
Defining meter information
Defining physical meters
Defining logical meters
Entering meter readings for logical meters
Viewing meter history
Entering meter readings for equipment
Deleting meter readings from history
Entering meter readings in a batch
Associating warranties with equipment
Adding calendar-based warranty coverage to equipment
Adding usage-based warranty coverage to equipment
Viewing the nonconformities analysis chart
Generating the OEE metrics report
Viewing open repairs for assets
Releasing work orders for equipment
Adding parts associated to equipment
Associating permits with equipment
Associating ERP resources to equipment
Adding PM schedules to equipment
Printing the PM repair costs chart for equipment
Associating qualifications to vehicle assets
Defining functions for RCM Project and equipment
Defining functional failures for functions
Editing consequences for functional failures
Adding RCM failure mitigation for RCM templates
Defining failure modes
Defining functional failures for failure modes
Viewing RCM for equipment
Adding RCM failure mitigation for equipment
Importing RCM details from equipment
Importing RCM details from a RCM template
Creating RCM templates
Viewing structure for RCM templates
Adding RCM failure mitigation for RCM templates
Associating equipment classes with RCM templates
Viewing RCM templates usage
Setting up failure mode control strategies for RCM
Associating service codes with equipment
Associating suppliers with equipment
Viewing suppliers and services associated with equipment
Transferring equipment between organizations
Understanding equipment transfer
Transferring equipment
Adding EQTRWIOC install parameter to prevent equipment transfers with open customer contracts
Creating equipment configurations
Associating child equipment with equipment configurations
Viewing equipment configuration hierarchies
Defining PM Schedules for equipment configurations
Associating maintenance patterns with equipment configurations
Defining logical meters for equipment configurations
Adding calendar-based warranty coverage to equipment configurations
Adding usage-based warranty coverage to equipment configurations
Generating equipment using equipment configurations
Defining equipment details for equipment generation
Previewing equipment generations
Defining and managing change notices
Defining change notices
Adding lines for change notices
Viewing assets for change notices
Defining locations for change notices
Understanding Energy Star
Setting up Energy Star
Viewing Energy Star ratings
Viewing Energy Star messages
Printing the Energy Star ratings chart report
Designing energy consumption for equipment
Understanding effective and expiration date calculations for design consumption
Entering actual energy consumption information for equipment
Tracking asset depreciation
Understanding depreciation methods and daily calculations
Calculating straight line depreciation
Calculating sum of years digits depreciation
Calculating double declining balance depreciation
Calculating units of output depreciation
Understanding periodic depreciation and book value calculations
Calculating periodic depreciation expense
Calculating book values
Entering depreciation data
Viewing depreciation details
Entering units of output
Defining default attributes for equipment classes
Associating cost types with equipment class definitions
Associating service life usage with equipment classes
Defining capacities for equipment classes
Associating equipment with decay curves
Understanding equipment rankings
Creating equipment rankings
Creating survey setup for equipment rankings
Adding levels
Adding answers
Adding formulas
Adding normalization values
Ordering questions
Assigning a ranking index
Viewing equipment associated to equipment rankings
Selecting equipment rankings for equipment
Completing the ranking survey
Updating equipment ranking values in a batch
Updating ranking values of equipment with multiple classes
Completing the ranking survey in a batch
Copying equipment ranking values to equipment in a batch
Copying equipment rankings
Printing the reliability calculations reports
Viewing ranking history for equipment
Printing the ranking history chart
Defining details for decay curves
Defining curve points for decay curves
Viewing the decay curve chart
Recording details for the Markov transition matrix
Defining performance formulas
Creating rooms
Creating facilities
Creating vehicles
Defining policies
Viewing strategies for policies
Completing the ranking survey for policies
Defining strategies
Viewing objectives for strategies
Completing the ranking survey for strategies
Defining objectives
Defining energy targets for objectives
Viewing capital planning requests for objectives
Completing the ranking survey for objectives
Defining parameters for asset inventory
Viewing inventory results for assets
Marking assets as not found
Adding assets to list
Updating observed physical location of assets
Creating work orders for assets
Approving sessions for asset inventory
Canceling sessions for asset inventory
Adding safety data to equipment
Defining lockout/tagout details for equipment
Importing lockout/tagout details from equipment
Importing lockout/tagout details from permits to work
Defining nonconformities
Merging nonconformities
Performing a linear equipment search for nonconformities
Specifying results of checklists for nonconformities
Creating observations for nonconformities
Viewing nonconformities associated with equipment
Defining settings for nonconformities
Creating status dependencies for nonconformities
Creating nonconformity observations
Specifying results of checklists for nonconformity observations
Defining nonconformity types
Associating material types with nonconformity types
Associating EMRS with nonconformity types
Associating parts with nonconformity types
Entering notes in the notebook
Adding emails to the notebook
Adding references for the notebook
Defining details for condition score matrix setup
Viewing the reservation calendar
Setting up defaults for reservation calendar
Creating equipment reservations
Creating sets and consists
Adding equipment to sets and consists
Copying a consist
Defining workspaces
Associating furnishings with workspaces
Associating employees with workspaces
Viewing equipment associated with workspaces
Viewing workspaces associated with equipment
Creating workspace moves
Viewing associations for workspace moves
Managing keys
Managing locks for keys
Associating keys with rings of keys
Viewing transactions for keys
Viewing keys associated with equipment
Viewing and modifying equipment information
Viewing equipment costs
Viewing fuel costs for equipment
Viewing equipment reservations
Viewing events and work orders for equipment
Viewing material usage
Viewing purchase orders for equipment
Viewing structure details for equipment
Updating operational status for equipment
Viewing work orders for equipment in need of preventive maintenance
Creating sensors
Materials Management
Setting up initial materials information
Defining commodity codes
Recording greenhouse gas records for fuel types for commodities
Defining currencies
Defining exchange rates for currencies
Defining lots
Defining tax codes
Step 1. Defining tax rate types
Step 2. Defining tax rates
Step 3. Defining values for tax rates
Step 4. Defining tax codes
Step 5. Defining rates for tax codes
Defining reasons for return
Defining units of measure
Defining conversions for units of measure
Adding alternate units of measure
Understanding time-based inventory valuation (LIFO/FIFO)
Creating stores
Creating bins for stores
Viewing part reservations for stores
Viewing bin stock
Viewing archived transactions for stores
Viewing stock for stores
Viewing stock levels by store
Viewing stock transactions per store
Creating and managing parts information
Creating parts
Defining multiple prices of parts (MOS)
Defining sales prices for parts
Associating manufacturers with parts
Associating nonconformity types with parts
Associating suppliers with parts
Associating alternate supplier catalog references for parts
Adding safety data to parts
Creating repair details for core tracked parts
Understanding the auto-assignment processes for core tracked parts
Creating repair details for core tracked parts to be repaired internally
Creating repair details for core tracked parts to be repaired externally
Defining substitute parts
Changing part numbers
Viewing part number history
Viewing the monthly part usage chart
Viewing archived transactions for parts
Defining and managing manufacturer information
Defining manufacturer information
Associating parts with a manufacturer
Defining and managing supplier information
Defining suppliers
Defining contacts for suppliers
Copying suppliers
Creating a supplier catalog
Associating alternate catalog references for suppliers
Viewing purchase order history for suppliers
Defining rates for suppliers
Associating commodities with suppliers
Recording fuel mixes for associated commodities
Associating account numbers to suppliers
Associating equipment with suppliers
Adding services to suppliers
Associating service codes with suppliers
Creating service code exclusions for suppliers
Managing stock information
Associating stores with parts
Entering stock information for parts
Recording stockouts for parts
Calculating economic order quantity (EOQ)
Scrapping parts
Transferring parts between bins
Transferring parts without requisitions
Creating packages
Issuing and returning parts for packages
Viewing transactions for packages
Adding parts to packages
Transferring held items between stores
Transferring held items to stock bins
Transferring stock items to held item bins
Generating requisitions
Previewing parts for requisitions
Previewing services for requisitions
Creating requisitions
Creating requisition headers
Adding parts to requisitions
Adding multiple parts to requisitions
Manually creating parts for requisitions
Selecting substitute parts
Adding services to requisitions
Copying requisitions
Creating work orders and activities on the Services page
Manually assigning repair details for core tracked parts on requisitions
Viewing open repairs for requisitions
Viewing transactions for requisitions
Generating RFQs from requisitions
Approving and rejecting purchasing requisitions
Approving requisitions
Rejecting requisitions
Understanding automatic purchase order generation
Creating a new purchase order from requisition line items
Adding requisition line items to an existing purchase order
Receiving parts
Receiving parts against purchase orders
Step 1: Create a non-purchase order receipt
Step 2: Record packing slip information for PO receipts
Step 3: Retrieve outstanding PO lines (skip packing slip)
Viewing processed lines for PO receipts
Receiving parts without purchase orders
Creating non-purchase order receipts
Issuing and returning parts
Issuing parts to work orders, equipment, or projects
Issuing parts to multiple equipment work orders
Adding parts on a material list to an issue
Adding parts on a pick ticket to an issue/return
Returning parts from work orders, equipment, or projects
Returning parts from multiple equipment work orders
Issuing parts from a stock record of a part
Returning parts from a stock record of a part
Returning parts to a supplier
Step 1: Create a supplier return header
Step 2: Add parts to a supplier return
Defining part condition templates
Adding conditions to part condition templates
Changing conditions for parts
Creating greenhouse gas records
Defining greenhouse gas emissions for parts
Defining kit template parts
Building kits
Breaking up kits
Creating store groups
Defining transfer fees for store groups
Creating store-to-store requisitions
Creating store-to-store requisition headers
Adding parts to store-to-store requisitions
Creating store-to-store issues
Creating store-to-store issue headers
Adding parts to store-to-store issues
Creating store-to-store receipts
Creating store-to-store receipt headers
Adding parts to store-to-store receipts
Creating a return requisition for core tracked parts from a store-to-store receipt
Creating internal repair receipts
Creating internal repair receipt headers
Adding parts to internal repair receipts
Creating pick tickets
Defining pick ticket headers
Adding parts to a pick ticket
Importing a parts list for a pick ticket
Performing a physical inventory
Generating a physical inventory counting sheet
Entering physical inventory quantities
Refreshing existing physical inventory data
Generating ABC analysis
Viewing and modifying materials information
Viewing and modifying parts information
Viewing and modifying associated documents
Viewing and modifying store information
Viewing and modifying stores associated with parts
Viewing and modifying stock information for parts
Viewing and modifying multiple prices of parts (MOS)
Viewing and modifying part inspections
Viewing usage and demand of parts
Viewing part details
Viewing stock levels by part
Viewing purchasing contracts for parts
Viewing requisitions for parts
Viewing purchase orders for parts
Viewing purchase order history for parts
Viewing stock values for LIFO/FIFO parts
Viewing when and where a part has been used
Viewing stock transactions for parts
Viewing stock in-transit for parts
Viewing part reservations
Viewing parts associated with manufacturers
Viewing parts associated with suppliers
Managing iProcure items in the EAM application
Creating iProcure vendors
Creating EAM suppliers for iProcure vendors
Associating EAM suppliers with iProcure vendors
Associating iProcure items with parts
Updating iProcure items
Adding iProcure part items to requisitions
Viewing iProcure sync errors
Managing warranty claims for parts
Associating parts to part warranty claims
Importing parts for part warranty claims
Viewing imported parts
Purchasing management
Defining initial purchase information
Defining purchase order terms
Defining purchasing clauses
Defining children for purchasing clauses
Viewing purchasing clause hierarchies
Defining delivery addresses
Associating organizations with delivery addresses
Defining credit cards
Defining users for credit cards
Creating and revising purchase orders
Creating purchase order headers
Adding part details to purchase orders
Creating new parts to add to purchase orders
Adding multiple parts to purchase orders
Selecting multiple supplier catalog parts for purchase orders
Adding iProcure part items to purchase orders
Updating iProcure items
Entering extra charges or discounts
Creating assets for purchase order items
Adding service details to purchase orders
Associating clauses with purchase orders
Copying purchase orders
Viewing documents associated to a purchase order
Viewing open repairs for purchase orders
Viewing transactions for purchase orders
Viewing tracking for purchase orders
Viewing purchase order history
Updating purchase orders
Creating and using blanket orders
Creating blanket order headers
Creating purchase orders from a blanket order
Adding part details to blanket orders
Adding service details to blanket orders
Associating clauses with blanket orders
Associating purchase order terms with blanket orders
Defining blanket order user authorizations
Creating partial order blanket orders
Recording invoice vouchers
Creating regular invoice vouchers
Creating invoice voucher headers
Adding line items to invoice vouchers
Creating costs for invoice vouchers
Adding unmatched costs to invoice vouchers
Defining utility bills for invoice vouchers
Viewing invoice voucher line item information
Viewing utility invoice audit messages
Booking invoice allocations
Defining requests for quotations
Calculating costs for RFQs
Defining clauses for RFQs
Associating parts with RFQs
Creating parts for RFQs
Selecting multiple parts
Retrieving WO parts
Selecting substitute parts
Selecting items on RFQs
Updating a supplier catalog
Generating requisitions for RFQs
Generating POs for RFQs
Viewing totals by supplier
Defining suppliers for RFQs
Defining services for RFQs
Retrieving WO services for RFQ service
Copying RFQs
Work management
Defining initial work information
Defining supervisors
Defining permits
Adding permit body comments
Deleting permit body comments
Modifying permit body comments
Defining qualifications
Defining trades
Defining trade rates
Defining supplier trade rates
Associating qualifications with trades
Defining employee information
Defining employee codes
Defining wage rates for employees
Recording labor availability exceptions for individual employees
Recording labor availability exceptions for groups
Associating qualifications with employee codes
Associating employee types
Transferring employees between organizations
Viewing outstanding issues for employees
Defining shifts
Defining days for shifts
Defining shift personnel
Defining shift crews
Defining crews
Adding employees to crews
Defining standard crews
Defining rates for standard crews
Defining task plan information
Adding and modifying task plan instructions
Planning labor for task plans
Planning parts for task plans
Planning tools for task plans
Planning jobs for task plans
Adding checklists to task plans
Importing checklists from task plans
Associating qualifications with task plans
Viewing estimated costs for task plans
Defining prices for common task plans
Defining supplier task plan prices
Defining sales prices for task plans
Defining dynamic checklist conditions for task plans
Defining relationships between trigger checklist items and dynamic checklist items
Defining tools
Defining simple tools
Viewing transactions for tools
Defining job plans
Planning labor for job plans
Planning parts for job plans
Managing tools for job plans
Adding checklists to job plans
Managing and adding qualifications for job plans
Defining prices for job plans
Defining supplier prices for job plans
Defining sales prices for job plans
Defining material lists
Copying material lists
Defining EMRS codes
Approving and rejecting work requests
Approving work requests
Rejecting work requests
Creating standard work orders
Defining standard work order headers
Defining standard work order activities
Copying standard work orders
Assigning child work orders to standard work orders
Managing tools for standard work orders
Associating permits with standard work orders
Adding safety hazards and precautions to standard work orders
Defining sales prices for standard work orders
Viewing estimated costs for standard work orders
Creating regular work orders
Defining regular work order headers
Defining regular work order activities
Importing activities for work orders
Defining additional costs for work orders
Managing repairs for work orders
Creating a labor requisition
Scheduling labor for work orders
Copying an existing labor schedule
Adding equipment to work orders to split work order costs
Importing equipment from an existing equipment route to work orders
Associating qualifications with work order activities
Importing unlinked qualifications
Booking labor for work orders
Booking vendor hours for work orders
Booking labor by employee
Booking labor for work orders in a batch
Managing tools for work orders
Viewing and entering results of checklists for work orders
Identifying detailed location information for equipment on checklists
Planning labor for work orders
Viewing dispatched labor records for work order activities
Adding Documoto details to work order activities and jobs
Managing work orders on the quick entry form
Creating and updating work orders on the quick entry form
Creating activities for work orders on the quick entry form
Issuing parts to work orders on the quick entry form
Managing parts for work orders
Adding planned parts to work orders
Viewing planned part availability for work orders
Adding core tracked parts to work orders for repair
Manually assigning repair details for core tracked parts on work orders
Manually adding part failure details to work orders
Reserving parts for work orders
Importing a parts list for a work order
Creating a parts requisition
Creating a pick ticket
Viewing unreturned core parts
Entering monitored data results for work orders
Issuing and returning parts for work orders
Returning parts from work orders
Adding child work orders to a parent work order
Defining nonconformities for work orders
Importing nonconformities to work orders from equipment
Changing the status of nonconformities on work orders
Adding permits to work orders
Scheduling tools for work orders
Recording tool usage for work orders
Adding safety hazards and precautions to work orders
Viewing and modifying work orders
Updating work orders
Viewing work order costs
Viewing child work orders on a parent work order
Viewing service request details for work orders
Viewing equipment custom fields from a work order
Viewing purchasing for work orders
Viewing documents associated to a work order
Booking labor for purchase orders
Creating capital planning requests
Associating projects to capital planning requests
Creating preventive maintenance work orders
Defining PM routes and equipment within routes
Defining preventive maintenance schedules
Defining activities of PM work orders
Defining equipment for PM schedules
Copying PM schedules
Including nonconformities on PM schedules
Viewing work orders per PM schedule
Viewing comments for PM work order activities
Viewing jobs for PM schedules
Viewing planned labor for PM schedules
Viewing planned parts for PM schedules
Viewing estimated costs for PM schedules
Managing tools for PM schedules
Defining sales prices for PM schedules
Breaking down work on linear equipment for PM schedules
Associating permits to PM schedules
Associating ERP resources to PM schedules
Adding safety hazards and precautions to PM schedules
Releasing PM work orders
Viewing the resource history for equipment and PM schedules
Understanding PM work packages
Creating and editing PM work packages
Defining equipment for PM work packages
Scheduling employees for PM work packages
Understanding PM forecasting
Defining equipment parameters for PM forecasting
Forecasting PMs
Understanding PM forecasting options
Viewing the resource load
Generating work orders
Generating work orders for repairable core parts
Assigning asset repair details
Scheduling work
Viewing the work order schedule
Calculating labor availability
Viewing labor utilization
Scheduling or rescheduling work orders
Viewing work order comments
Changing work order status
Freezing and unfreezing activity schedules
Balancing the workload
Viewing work order details while balancing the workload
Booking labor corrections for work orders
Dispatching employees to work order activities on a map
Deleting dispatched labor records
Creating crews for dispatched labor
Modifying existing crews for dispatched labor
Completing work
Closing work orders
Closing work orders on the quick close page
Reopening closed work orders
Entering meter readings for work order equipment
Creating operator checklist results for equipment
Reviewing operator checklist results for equipment
Performing a linear equipment search for work orders
Performing revision control
Defining revision control approval lists
Defining users for revision control approval lists
Approving revisions
Rejecting revisions
Approving parent PMs for revision control
Viewing revision control approval history
Setting up revision control for PM work orders
Setting up revision control for hazards
Setting up revision control for isolation points
Setting up revision control for precautions
Setting up revision control for permits
Setting up revision control for permits to work
Defining initial service request information
Creating customers
Associating properties with customers
Creating callers for customers
Viewing customer requests for work orders
Defining property code-structure combinations for service requests
Associating properties with employees
Managing property information
Creating service codes
Creating service requests
Creating new caller records
Editing existing caller records
Assigning personnel to service requests
Viewing work order details for service requests
Closing service requests
Booking hours for service requests
Issuing parts for service requests
Returning parts from service requests
Booking hours and closing service requests
Creating service request log entries
Creating information requests
Creating PM plans
Creating PM plan headers
Copying PM plans
Associating PM schedules with PM plans
Creating activities for PM schedules on PM plans
Moving activities to PM plans
Adding equipment to PM plans
Managing fuel
Creating fuels
Creating depots
Creating tanks for depots
Creating pumps for depots
Associating pumps to tanks and fuel for depots
Issuing fuel
Entering fuel issues and meter readings in a batch
Receiving fuel into tanks
Recording tank volumes for fuel physical inventories
Viewing associated depots and tanks for fuels
Viewing fuel transactions
Understanding deferred maintenance
Creating deferred maintenance
Adding parts to deferred maintenance
Creating maintenance patterns
Adding sequences to maintenance patterns
Managing equipment for maintenance patterns
Adding equipment to maintenance patterns
Activating maintenance patterns for equipment
Deactivating maintenance patterns for equipment
Viewing work orders for maintenance patterns
Copying maintenance patterns
Scheduling work orders daily
Defining parameters for work order daily scheduling
Selecting equipment for work order daily scheduling
Selecting work order activities for work order daily scheduling
Selecting employees for work order daily scheduling
Scheduling labor for work order daily scheduling sessions
Modifying work order details
Modifying labor schedules for work order activities
Viewing planned part availability for work order activities
Modifying labor schedules for employees
Viewing booked labor for work order activities
Viewing booked labor for employees
Scheduling employees on shifts for work order daily scheduling
Viewing employee schedules for work order daily scheduling
Managing work order activities and jobs on the mechanic's workbench
Managing customer contracts
Defining adjustments
Defining contract templates
Defining work order criteria for contract templates
Associating clauses with contract templates
Associating sales prices with contract templates
Defining charges for contract templates
Associating discounts with contract templates
Copying contract templates
Defining customer contracts
Defining contract items for customer contracts
Associating discounts with customer contracts
Defining work order criteria for customer contracts
Associating commodities with customer contracts
Defining sales prices for customer contracts
Associating clauses with customer contracts
Defining charges for customer contracts
Associating adjustments with customer contracts
Copying customer contracts
Defining reservations
Associating adjustments with reservations
Viewing charge definitions for reservations
Creating reservation requests
Reviewing reservation requests
Viewing customer invoices
Viewing contract items for customer invoices
Viewing and modifying customer invoice details
Viewing invoice generation errors
Updating work order activities via the contractor portal
Managing permits to work
Defining permit to work setup
Defining hazards
Associating precautions with hazards
Viewing hazard usage
Defining precautions
Defining isolation points for equipment
Viewing permits to work for isolation points
Defining lockout boxes for lockout/tagout procedures
Defining permits to work
Adding safety hazards and precautions to permits to work
Implementing lockout/tagout procedures for permits to work
Signing permits to work
Viewing and entering checklist items for permits to work
Resolving conflicts with permits to work
Viewing event logs for permits to work
Copying and replacing permits to work
Viewing contractor signatures on permits to work
Adding safety scope information to permits to work
Associating hazards and precautions on the Safety Matrix screen
Viewing unreturned core parts
Creating healthcare work orders
Creating incident requests
Creating hospitality work orders
Creating production requests
Defining parameters for generating production requests
Associating ERP resources to production requests
Viewing work orders associated to production requests
Excluding work order types from generating production requests
Identifying work order status changes for production requests
Selecting work orders for generating production requests
Previewing production requests
Specifying accomplishments on work orders
Viewing transactions for work orders
Viewing auto-generated WO sessions
Viewing compatible units library records associated to work orders
Dispatching crews to work in the field
Setting up the scheduler
Defining work order activities for export to the constraint optimizer
Defining employees for export to the constraint optimizer
Defining crews for export to the constraint optimizer
Defining shifts for export to the constraint optimizer
Exporting data to the scheduler
Defining dispatch setup
Viewing dispatched work order activities for crews/employees on a map
Inspection management
Inspection management terms
Defining inspection codes
Defining inspection aspects
Defining inspection point types
Defining inspection methods
Defining inspection conditions
Defining inspection findings
Assigning equipment classes to findings
Viewing monitored data
Defining points
Defining equipment inspection points
Defining equipment inspection aspects
Defining equipment inspection aspect points
Copying aspect points
Defining equipment inspection conditions
Entering additional equipment inspection information
Recording equipment inspection results
Defining and associating inspection routes
Defining inspection route inspection points
Associating inspection routes to work orders
Associating inspection points with work orders
Changing inspection statuses
Adding inspection point comments
Adding inspection custom fields
Adding inspection point custom fields
Approving inspection results
Defining formulas
Associating parameters with formulas
Editing formula parameters
Calibration management
Understanding calibration management
Understanding calibration loops
Defining calibration test point data
Step 1: Define basic calibration data
Step 2: Define test point data
Importing test point data
Entering calibration results
Viewing loop instruments for a work order
Defining standards used for calibration
Viewing calibration results
Project management
Defining initial project information
Defining budget codes for projects
Defining shutdown codes
Associating standard work orders, equipment, and projects with shutdown codes
Defining parent and child projects
Defining project basics
Associating predefined budget codes with projects
Linking default budget codes with projects
Granting purchasing authorization permissions for projects
Viewing project hierarchy
Creating project work orders
Creating new project work orders
Generating shutdown work orders
Viewing all work orders associated with projects
Closing work orders associated with projects
Detaching and deleting work orders associated with projects
Viewing project purchase orders
Viewing detailed project cost summaries
Printing the project summary chart
Creating campaigns
Adding events to campaigns
Managing equipment for campaigns
Adding equipment to campaigns
Marking equipment for campaigns
Generating work orders for campaigns
Viewing work orders for campaigns
Copying campaigns
Designing capital projects with compatible units libraries
Defining compatible units libraries
Associating labor with compatible units libraries
Associating parts with compatible units libraries
Associating tools with compatible units libraries
Associating services with compatible units libraries
Associating child CU records with compatible units libraries
Viewing when and where a compatible units record has been used
Defining overhead for compatible units
Defining accounting details for compatible units
Defining fixed assets for compatible units
Creating cost estimates for compatible units
Defining work points for compatible units estimates
Associating suppliers with compatible units estimates
Associating compatible units with compatible units estimates
Estimating costs of capital projects using compatible units
Performing cost estimates for compatible units
Viewing detailed costs summaries for CU estimates
Quoting estimates for compatible units
Approving cost estimates for compatible units
Generating work order activities for CU estimates
Fleet management
Understanding fleet management terms
Understanding motor pool management
Understanding the fleet billing process
Creating vehicle tickets
Associating billing exceptions with vehicle tickets
Viewing billing adjustments for vehicle tickets
Viewing fleet bills
Modifying fleet bills
Viewing billing details for fleet bills
Viewing fleet bill transactions
Viewing fleet bill adjustment transactions
Creating pool and loaner adjustments for fleet bills
Creating assignment adjustments for fleet bills
HxGN EAM Microsoft Project interface
Installing the EAM MS Project interface
Choosing a language for the HxGN EAM MS Project interface
Setting up connection information
Associating EAM priority codes with MS Project priority codes
Creating scheduling sessions in EAM
Creating and adding work orders and activities to scheduling sessions
Creating a work order and adding it to an existing scheduling session
Creating a work order activity and adding it to an existing scheduling session
Importing work orders into open MS Project scheduling sessions from EAM
Exporting sessions from MS Project to EAM
Canceling sessions
Asset management services
Creating customer contracts
Creating fixed charge schedules for customer contracts
Creating pricing schedules
Creating custom trade rates
Creating custom part charges
Adding additional charges (MOS)
Defining work order criteria
Viewing invoices for AMS-Customers
Viewing AMS-customer contracts
Calculating and approving customer charges
Understanding the calculation of customer charges
Approving and generating customer charges
Viewing charges for AMS-Customers
Creating and generating customer invoices
Understanding customer invoice generation
Creating customer invoices from work orders
Generating customer invoices
Creating invoices for work orders
Viewing and changing the status of customer invoices
Viewing customer invoice lines
Viewing an overview of customer invoice lines
Budgets
Defining budget setup information
Defining budget calendar types
Defining budget structures
Defining budget terms
Defining periods for budget terms
Defining budget groups
Assigning items to budget groups
Defining budgets
Defining budget details
Calculating budgets
Copying budgets
Copying sub-level budgets
Investment planning
Creating investment plans
Adding equipment to investment plans
Creating scenarios for investment plans
Adding capital planning requests to investment plans
Viewing planning results for investment plans
Viewing the condition rating for equipment on investment plans
Viewing the condition rating chart for investment plans
Viewing the period budget vs period costs chart for investment plans
Contracts
Defining purchasing contracts
Assigning parts to purchasing contracts
Defining part discounts for purchasing contracts
Defining order discounts for purchasing contracts
Defining clauses for contract classes
Defining purchasing contract text
Call Center
Understanding Call Center
Setting up basic Call Center information
Entering contact information
Associating equipment with contact information
Creating service codes
Associating GIS map layers with service codes
Defining case tasks for service codes
Defining sales prices for service codes
Creating providers
Creating service categories
Adding service codes to service categories
Creating department structures
Creating service delivery matrices for equipment
Defining calendar groups for equipment
Defining calendar periods for calendar groups
Creating knowledge base articles
Viewing associated service delivery matrices and knowledge base articles
Creating bulletin board notices
Defining event log type filters
Setting up the Call Center form
Selecting options for the Call Center form
Specifying GIS attributes for the Call Center form
Defining usability codes for equipment
Processing customer requests
Entering customer requests
Performing a customer search
Entering customer information
Viewing additional information
Viewing the event log
Processing an action request
Adding remarks to the customer request
Viewing bulletin board notices
Searching the knowledge base
Viewing the results of the knowledge base search
Viewing the results summary
Viewing my recent searches
Viewing my favorites
Viewing the top 10 knowledge base articles
Managing service requests on the service request portal
Creating customer surveys
Adding questions to customer surveys
Adding answers to questions for customer surveys
Adding triggers to customer surveys
Reviewing results of customer surveys
Updating long translations for customer surveys
Completing customer surveys
Defining cases for case management
Defining tasks for case management
Viewing event logs for case management
Completing task checklists for case management
Defining corrective action for case management
Defining failure modes for case management
Defining mitigation strategies for failure modes in case management
Defining RCM mapping for case management
Defining root causes for case management
Updating case management tasks
Glossary
ABC analysis
absolute
accounting code
active layer
additional charge
address alias
adjustment
alert tolerance
archive
asset
black swan
budget
buffer layer
building maintenance program (BMP)
bulletin board
bulletin board notice
calibration
call center
campaign
campaign event
capEx
change notice
charge definition
checklist
clause
compatible unit
compatible unit accounting code
condition
confined space
consequence
consequence category
contract
contract item
contribution %
contribution total
cooling degree day
core part
CU design project
CU estimate
CU standard rate
customer charge
customer contract
customer contract - work
customer invoice
customer rental
customer request
dataspy
decay curve
decision tree
default set
degree day
degree day reference point
depreciation
design corrosion rate
deviation
device tolerance
equipment
equipment ranking
failure mode
fields to remember
fixed charge
FMECA
fraction slider dimensions
fugitive gas
functional failure
general ledger
GIS
hazard
heating degree day
HIPAA confidentiality
incident request
increment
install GL
instrument type
integer slider
isolation block
isolation dependent block
isolation main
isolation point
kit
knowledge base
lockout/tagout
lockout box
loop
maintenance pattern
Markov chain
maximum slider value
metric fraction slider
minimum slider value
MTBF
MTTR
nonconformity
normalization value
O & M GL
objective
OEM site/system ID
output
output range
percentage
permit to work
piping class
policy
power factor %
precaution
precision
probability
process range
process tolerance
QR code
ranking index
ranking score
ranking survey
RCM
regulatory account
reliability ranking
remove GL
replicable CU design project
right of way
risk analysis
risk assessment
risk level
risk matrix
route
salvage GL
segment
sequence
set
sets and consists
span
span length
standard
standard sheet
statement of conditions
strategy
target
test point
test point range
trace
UMDNS code
vintage year
work point
EAM system administrator tasks
System configuration
Defining installation parameters
Setting up installation parameters
Understanding entities
Defining system codes
Creating and modifying screens
Changing text on a specific screen
Defining URL parameters for custom screens
Defining custom tabs for screens
Remembering fields for forms
Associating Dataspies to users by screens
Viewing Dataspies associated to screens
Creating user defined screens
Defining fields for user defined screens
Configuring user defined fields
Defining custom fields information
Defining custom fields
Defining lookup values for custom fields
Associating custom fields with entities or classes
Defining status requirements for custom fields
Defining global text changes
Displaying boiler text where used
Defining cost codes
Selecting languages
Adding a new language
Making a language available
Installing an available language
Refreshing an installed language
Viewing the current status of boiler text records for new languages
Viewing the current status of code description text records for new languages
Viewing the current status of error text records for new languages
Viewing the current status of menu text tab for new languages
Defining closing periods
Creating and modifying locales
Managing access to documents across an enterprise
Defining documents
Removing document associations
Setting up access to external documents
Protecting documents
Setting up printers
Defining classes
Defining classes and custom fields
Associating custom fields with classes
Setting up field filters for screens
Setting up classes for screens
Setting up types for screens
Setting up work order equipment types for screens
Specifying operator checklists for screen setup
Creating part hierarchy codes
Defining account details
Defining capital request categorization codes
Auditing attributes
Setting up audit triggers
Viewing trigger status values
Purging audit records
Administering comments and custom fields audit flags
Viewing audits
Viewing audits for fields
Defining Flex business rules
Setting up Messenger
Defining installation parameters for Messenger
Creating e-mail templates for Messenger
Selecting multiple recipients for e-mail notification
Creating e-mail notifications for Messenger
Purging e-mail records
Setting up e-mail notification parameters
Setting up e-mail notification conditions
Viewing initiated e-mails for Messenger
Viewing notifications of failed e-mail transactions
Managing alerts
Creating alerts
Defining before SQL statements for alerts
Previewing grids for alerts
Defining after SQL statements for alerts
Creating work order alerts
Mapping additional fields for work order alerts
Defining the generate WO alert type
Defining the work order pick ticket alert type
Creating e-mail alerts
Creating parameters for alerts
Defining exceptions for alerts
Defining ION pulse for alerts
Creating Flex Python alerts
Viewing Flex Python events
Viewing alert history
Creating region codes
Recording actual temperature data for regions
Updating historical temperature data for regions
Getting actual temperatures for regions
Purging actual temperature records for regions
Creating report organization structures
Setting up enterprise searches
Setting up repositories for enterprise searches
Defining repository columns for enterprise searches
Generating enterprise search definitions
Customizing extensible framework
Generating QR codes
Setting up general ledger accounting codes
Managing bulletins
Setting up bulletins
Adding messages to bulletins
Adding recipients to bulletins
Activating bulletins
Expired bulletins
Viewing acknowledgements of bulletins
Viewing bulletin history
Configuring OAuth 2.0 connection
Configuring Single Sign-On authentication
Configuring SDx integration
Requesting cloud services
Configuring Digital Work Home setup
Creating document repositories for requests
System security
Implementing multi-organization security (MOS)
Defining organizations
Adding enterprise locations to organizations
Defining fiscal years for asset depreciation
Adding options for organizations
Adding users to organizations
Importing users to an organization
Activating multi-organization security
Viewing organization overview 360
Managing user groups
Creating user groups
Viewing users assigned to user groups
Managing interface options for user groups
Granting interface permissions to user groups
Adding inboxes to user groups
Adding KPIs to user groups
Adding charts to user groups
Granting work order authorization permissions to user groups
Defining document authorizations for user groups
Granting store transaction permissions to user groups
Creating security filters
Granting screen-level permissions to user groups
Defining status authorizations for user groups
Viewing menu structure and permissions for user groups
Setting up menus for user groups
Showing menu items
Hiding menu items
Adding main menu folders
Adding sub-menu folders
Changing label names
Changing screen tab orders
Copying menus
Viewing page-level help
Setting up scanner menus for user groups
Adding scanner main menu folders
Adding scanner sub-menu folders
Managing advanced options for user groups
Adding overview templates for user groups
Activating iProcure security for user groups
Setting up Windows Mobile device menus for user groups
Setting up Mobile Offline app menus for user groups
Setting up mobile app menus for user groups
Setting default values for user groups in mobile applications
Configuring Digital Work menus for user groups
Configuring the default order of tabs on screens for user groups in Digital Work
Setting up Digital Work Home screen for user groups
Managing users
Creating users
Configuring EAM product access for users
Associating users with organizations
Associating users with KPIs
Associating users with inboxes
Associating users with responsibilities
Configuring advanced reporting options for users
Changing passwords for users
Unlocking accounts for users
Enabling accessibility mode for users
Creating LDAP roles
Maintaining electronic records and signatures
Defining entities for electronic records and signatures
Signing records
Configuring electronic records and signatures for cGMP equipment
Granting status change authorization permissions
Interface configuration
Personalizing the Start Center
Personalizing the inbox
Setting up inboxes
Defining inbox ranges
Associating inboxes with user groups
Associating inboxes with users
Personalizing KPIs
Setting up KPIs
Defining KPI ranges
Associating KPIs with user groups
Associating KPIs with users
Defining KPI structures
Viewing KPI history
Personalizing charts
Setting up charts
Associating charts with user groups
Modifying the Overview screen
Configuring exports and imports
Exporting KPIs
Exporting inbox items
Exporting custom fields
Exporting Flex SQL statements
Exporting web service prompts
Exporting custom reports
Exporting user defined grids
Exporting alerts
Exporting screens
Exporting task plans and job plans
Exporting overview templates
Importing files
Uploading documents in a batch for import configuration
Exporting base configuration
Importing base configuration
Viewing the status of imports and exports
Exporting configurations
Previewing configurations for export
Viewing the status of exports
Importing configurations
Viewing the status of imports
Screen designer
Using screen designer keyboard shortcuts
Displaying pages in screen designer mode
Moving fields in screen designer mode
Modifying field display properties
Modifying field labels
Modifying block display properties
Modifying block labels
Modifying link and generic button display properties
Modifying function button display properties
Modifying link and button labels
Displaying screens in screen designer mode in the Digital Work mobile application
Defining grids
Defining fields for grids
Defining parameters for grids
Defining validation for grids
Defining and generating views
Setting up hyperlinks
Using screen designer for web service prompts
Defining web service prompts
Defining web services for web service prompts
Defining fields for web service prompts
Defining retrieved values for web service prompts
Copying web service prompts
Viewing log files
Setting up approval workflows
Defining parameters for approval workflow setup
Defining approval steps for approval workflow setup
Defining step conditions for approval workflow setup
Approving workflows
Copying approval workflows
Designating approvers for approval workflows
Viewing workflow event history for approval workflow setup
Basic module data creation
Defining administration setup
Defining equipment setup
Defining equipment statuses for equipment setup
Defining equipment types for equipment setup
Defining equipment criticality for equipment setup
Defining purchasing setup
Defining expense types for purchasing setup
Defining requisition statuses for purchasing setup
Defining purchase order and transaction statuses for purchasing setup
Defining materials setup
Defining work setup
Defining work order priorities for work setup
Defining work order statuses for work setup
Defining work order types for work setup
Data collection
Defining queries
Defining transaction prompts
Defining return transaction prompts
Entering data with the prompt machine
Viewing scanner transactions to be processed
Setting up jobs
Correcting scanner transaction errors
Setting the data warehouse installation parameters
Setting the data warehouse run parameters
Setting the parameters for running the data warehouse load procedure
Setting the parameters for running the data warehouse purge procedure
Understanding historical inventory valuation for the data warehouse
Updating the invoice price
Recalculating pricing based on the average price type
Recalculating values for repairable spare parts
Recalculating prices for unapproved receipt transactions
Adjusting stock quantities of child assets in an asset hierarchy
Viewing the data warehouse run log
Viewing data warehouse run log details
Viewing data warehouse run log errors
Data management
Managing GDPR records
Viewing GDPR record errors
Enterprise data storage with Infor Data Lake
Scheduling data extracts from EAM
Selecting tables for data extracts to Infor Data Lake
Adding fields to tables scheduled for data extracts to Infor Data Lake
Fleet management configuration
Understanding fleet configuration
Creating parameters for fleet configuration
Setting up billing schedules for fleet configuration
Creating exceptions for fleet configuration
Granting vehicle ticket authorizations for fleet configuration
Tracking fuel costs for fleet configuration
Tracking maintenance costs for fleet configuration
Creating fleet billing codes
Setting up rates for fleet billing codes
Creating fleet markup codes
Setting up rates for fleet markup codes
Setting up fleet customers
Associating cost codes with fleet customers
Associating billing codes with fleet customers
Viewing billing histories for fleet customers
Viewing fleet bill transactions for fleet customers
Viewing fleet bill adjustment transactions for fleet customers
Replacing fleet cost codes
Viewing cost code errors
Archiving management
Archiving records
Viewing archive results
Viewing archived work order events
Web service prompt execution
Executing web service prompts
Executing a web service prompt containing an 'update' web service
Executing a web service prompt containing a 'delete' web service
Installation parameters
Understanding installation parameters
Barcode parameters
Base parameters
HxGN EAM parameters
Materials parameters
Miscellaneous parameters
Purchasing parameters
URL parameters
Work parameters
Organization options
Base options
Call Center options
Equipment options
Materials options
Projects options
Purchasing options
Work options
Default screen locations
Navigating default screen locations
Administration menu
Equipment menu
Materials menu
Operations menu
Purchasing menu
Work menu
EAM reports user tasks
Configuring reports
Creating reports
Defining report parameters
Defining text for reports
Generating authored reports
Generating reports
Specifying report parameters
Specifying report fields layout
Specifying report sort order
Specifying report group order
Saving report parameters
Retrieving saved report parameters
Deleting saved report parameters
Generating admin reports
Access violations
Advanced report schedule results
Audit log
Checklist audit
Electronic records
KPI/inbox usage
List of documents
List of electronic records
List of functions
List of HxGN EAM codes
List of tampered records
Print Flex business rules list
Temperature analysis chart
User group configuration
Generating asset reports
Annual energy reduction comparison
Annual energy use
Asset failures by service life
Calibration equipment
Calibration history
Capital performance evaluation
CO2 analysis
CO2 emissions
CO2e emissions by greenhouse gas
Cost of WOs per equipment
Decay curve chart
Degree day analysis
Downtime tracking
Energy Star ratings chart
Equipment costs by ranking chart
Equipment depreciation
Equipment details
Equipment hierarchies
Equipment history
Equipment history drill-down
Equipment performance by cost chart
Equipment performance by downtime chart
Equipment planning
Equipment reservations detail
Equipment transfer log
Expired warranties
Fault trend analysis
GAS index analysis
Heating and cooling degree days vs. energy consumption type analysis
Heating and cooling degree days vs. energy costs analysis
Hazard chart
Key list-detail
Key management per equipment structure
Key transactions
List of categories per class
List of classes
List of equipment
List of equipment details
List of nonconformities
Mean time between failures
Mean time between failures per equipment
Meter history
Nonconformities analysis chart
OEE metrics
PM repair costs chart
Print notebook report
Print maintenance pattern
Print reliability survey
Printing temperature analysis chart
Ranking history chart
RCM equipment at risk
RCM functional failures
RCM functions
RCM information worksheet
RCM potential yearly savings
RCM risk levels
Reliability calculations
Reliability chart
Reliability growth
Ring list-detail
Risk matrix
Table of equipment with custom fields
Top 10 equipment breakdowns
Total annual energy use
Unreliability chart
Warranty claims
Warranty claim vs. settlement chart
Weekly booked hours by department
Work order repair costs chart
Workspace moves and associations list
WO cost by equipment
WO cost by type, cost code, or dept
WO cost of equipment per location
WO cost summary
WO cost summary chart
Generating budget reports
Budget analysis
Budget position details
Budget summary
Budgets consistency control
List of budget structure codes
List of budgets (lower level)
List of budgets (top level)
Generating calibrations reports
Calibration analysis
Calibration due
Calibration record
Calibration reverse traceability
Generating call center reports
Customer request
Customer survey results
Knowledge base articles
Open service requests
Penalty deduction detail
Penalty deduction summary
Service request overview
Service request status summary by type
Service requests
Service requests by department
Service requests by service category
Service requests by service code
Service requests by status
Service requests by type
Top 10 service requests
Top 25 service requests-details
Total service requests
Generating contract reports
Contract classes
List of debit discounts
List of existing contracts
List of purchases under contract
Print contract
Request discount based on purchases
Generating fleet reports
Fleet billing
VMRS activities
Vehicle ticket
Generating GDPR reports
GDPR Compliance - Caller
GDPR Compliance - Contact
GDPR Compliance - Employee
GDPR Compliance - Supervisor
GDPR Compliance - User
Generating healthcare reports
Print healthcare work orders
Equipment list detail-healthcare
Labor productivity-healthcare
Medical equipment work orders by criticality
PM completion for life support equipment
Work order list-detail-healthcare
Generating hospitality reports
Actual labor hours against estimated - hospitality
Annual energy use-hospitality
CO2e emissions-hospitality
Capital performance evaluation-hospitality
Degree day analysis-hospitality
GAS index analysis-hospitality
Heating and cooling degree days vs. energy consumption type analysis-hospitality
Heating and cooling degree days vs. energy costs analysis-hospitality
Print hospitality work orders
Incident response time chart-hospitality
Incident summary chart-hospitality
WO backlog hospitality
WO cost list-hospitality
WO cost summary-hospitality
Generating inspection reports
Inspection route
List of inspection results
List of points to be inspected
Status of inspection points
Generating materials reports
Average monthly usage analysis
Consignment activity
Goods received note
Goods return note
Inventory standard
Kit templates list
List of expired kits
List of kits
List of outstanding requisition items
List of stock
Monthly part usage chart
Monthly usage trends
Parts currently reserved/allocated
Part stockouts
Physical inventory discrepancy
Print build kit list
Print kit restock list
Print physical inventory list
Print pick ticket
Print requisition
Purchase history per item/supplier
Return summary
Stock issues history by part
Stock transactions
Stock value listing by part type
Generating project reports
Cost summary by project and area
List of WOs for project
Project budget code cost summary
Project cost breakdown
Project cost summary
Project POs
Project summary chart
Generating purchasing reports
Approved POs awaiting delivery
Blanket order list
List of invoices
Pricing variance
Print PO
Purchase history per PO/supplier
PO cost summary
PO status
POs awaiting invoicing
Quotation summary
Request for quotation
Request for quotation summary
Vendor lead time
Generating work reports
Actual labor hours against estimated
Batch work order generation summary
Booked labor by activity
Customer invoice details
Daily hours worked per employee
Daily trade schedule
Delinquent PM summary
Employee producivity
Equipment profile
Future maintenance cost
Hours needed for task plans
Labor required per day or trade
List of all PM schedules
List of permit issues
List of PM work orders
List of work orders
List of WOs bypassed due to nesting
Long term WO list
Material requirements analysis
Meter based PM due
Monthly scheduling details
Overdue vehicle issues and returns
Part failures
Permits for WOs
PM Compliance
PM due overview
PM forecasting
PM schedule profile
Print customer charges
Print customer contract
Print invoice
Print permit to work
Print short WO cards
Print work order
Print work order - comprehensive
Proof of delivery
Qualification expiration
Qualification requirement
Resource load graph
Response time by department
Safety review required
Safety work order
Schedule attainment
Scheduled activities
Scheduled vs. actual - detail
Service request chart
Shift employee
Short customer invoice
Short term WO list (activities)
Short term WO list (WOs)
Standard work order frequency
Tool usage
Vehicle rental history
WO aging
WO backlog
WO cost list
WO on-time delivery by employee
WO on-time delivery by trade
WO statistics
Work by employee
EAM user tasks for GIS
Linking EAM equipment and GIS features
Processing rules for defining equipment records within Esri
Defining EAM equipment (Esri)
Processing rules for defining GIS features within EAM
Defining GIS features in EAM
Synchronizing records (Esri)
Synchronizing equipment with features (Esri)
Synchronizing features with equipment (Esri)
Synchronizing attributes (Esri)
Synchronizing attribute details (Esri)
Performing a GIS map search in EAM
Performing a map search in EAM
GIS map toolbar in EAM
Selecting features on the GIS map in EAM
Identifying features in EAM
Viewing the nearest address
Creating GIS filters in EAM
Creating quick work orders in EAM
Creating work orders in EAM
Creating multiple equipment work orders in EAM
Scheduling work order activities in EAM
Copying an existing work order activities schedule in EAM
Creating routes and route work orders in EAM
Locating equipment and work orders on the GIS map in EAM
Viewing Analytics data in EAM
Viewing child equipment on the GIS map
Viewing GIS maps in EAM
Viewing GIS maps from equipment records
Viewing GIS maps from work orders
Creating maps
Defining parameters for GIS maps
Associating departments with GIS maps
Associating users with GIS maps
Copying GIS maps
EAM configuration tasks for GIS
Requirements
Installation tasks
Installation checklist
Installing or upgrading the EAM GIS extensions for ArcGIS Desktop (ArcMap)
Installing the ArcGIS Pro add-in
Installing on the client machine
Copying the add-in file
Deleting the add-in
Importing an ArcMap document
Overview
Understanding GIS integration
Defining equipment for GIS features defined prior to integration
Creating GISOBJID fields for layers manually in Esri
Creating UPDATE_COUNT columns in attribute tables for layers in Esri
Configuring GIS
Configuring Esri
Defining EAM user information in Esri
Defining field mappings for attributes in Esri
Defining preferences for the creation of EAM equipment in Esri
Configuring EAM
Modifying installation parameters
GIS installation parameters in EAM
Configuration parameters
Search-related parameters
Highlighted line parameters
Highlighted point parameters
Highlighted polygon parameters
Markup line and point parameters
Selected feature parameters
Linear equipment label parameters
Text marker label parameters
Granting interface permissions for data filter grids in EAM
Defining preferences for the creation of GIS features in EAM
Auto-create
Prompt
Manual
Context-sensitive Help
Reports page help
Admin reports
Access violations
Advanced report schedule results
Asset failures by service life
Audit log
Checklist audit
Electronic records
Electronic records for lockout/tagout
Electronic records for permit to work
Electronic records for safety
Equipment depreciation
Equipment hierarchies
Equipment history
Equipment planning report
Equipment transfer log
Expired warranties
GAS index analysis
GAS index analysis - hospitality
List of classes
List of documents
List of electronic records
List of functions
List of HxGN EAM codes
List of inspection results
List of tampered records
Mean time between failures
Mean time between failures per equipment
Print Flex business rules list
User group configuration
Data Lake reports
Data Lake upload progress details
Data Lake upload progress
Data Lake upload setup
Equipment reports
Annual energy reduction comparison
Annual energy use
Calibration equipment
Calibration history
Cost of WOs per equipment
CO2e emissions by greenhouse gas
Decay curve chart
Degree day analysis
Equipment transfer log
Fault-trend analysis
GAS index analysis
List of categories per class
List of equipment
List of equipment details
Meter history
Print asset inventory list
Print reliability survey report
RCM equipment at risk report
RCM functional failures
RCM functions
RCM information worksheet
RCM risk levels report
Table of equipment with custom fields
Total annual energy use
Warranty claims report
WO cost by equipment
WO cost by type, cost code, or dept
WO cost of equipment per location
WO cost summary
WO cost summary chart
Healthcare reports
Labor productivity-healthcare
Work order list - detail (healthcare)
Hospitality reports
Actual labor hours against estimated - hospitality
Annual energy use - hospitality
Capital performance evaluation - hospitality
CO2e emissions - hospitality
Degree day analysis - hospitality
Degree days vs. energy consumption - hospitality
Heating and cooling degree days vs. energy costs analysis - hospitality
Incident summary chart - hospitality
Incident response time chart - hospitality
WO backlog report - hospitality
WO cost list - hospitality
WO cost summary - hospitality
Materials reports
ABC analysis
Average monthly usage analysis
Consignment activity
Goods received noted
Goods return note
Inventory standard
Kit templates list
List of expired kits
List of kits
List of outstanding requisition items
List of stock
Material lists
Monthly part usage chart report
Monthly usage trends
Parts currently reserved/allocated
Physical inventory discrepancy
Print build kit list
Print kit restock list
Print physical inventory list
Print pick ticket
Print requisition
Purchase history per item/supplier
Return summary
Stock issues history by part
Stock transactions
Stock value listing by part type
Operations reports
Budgets
Budget analysis
Budgets consistency control
Budget position details
List of budget structure codes
List of budgets (lower level)
List of budgets (top level)
Budget summary
Call center
Knowledge Base articles
Open service requests report
Penalty deduction detail
Penalty deduction summary
Service request status summary by type report
Service requests
Service requests by department report
Service requests by service category report
Service requests by service code
Service requests by status report
Service requests by type report
Top 10 service requests
Top 25 service requests - details report
Total service requests report
Purchasing reports
Approved POs awaiting delivery
Blanket order list
Contract classes
List of debit discounts
List of existing contracts
List of invoices
List of purchases under contract
PO cost summary
PO status
POs awaiting invoice
Pricing variance
Print contract
Print PO
Quotation summary
Request discount based on purchases
Request for quotation summary
Purchase history per PO/supplier
Request for quotation
Work reports
Page/form helps
About
ABC analysis
Account detail setup
Actual labor hours against estimated
Ad hoc inspections
Adjustment
Administration setup
Advanced maintenance planning configuration
Alert management
AMS-Approve customer charges
AMS-Customer contracts
AMS-customers
Annual energy reduction comparison
Annual energy use
Approval lists
Approval workflow setup
Approve inspection results
Archive records
Archived events
Aspects
Asset failures by service life
Asset inventory
Assets
Assets for PO
Assets healthcare
Associate custom fields
Audit log
Audit setup
Auto-Generated WO session
Average monthly usage analysis
Batch fuel issues
Batch update equipment ranking values
Batch work order generation summary
Batch work order updates
Book PO labor
Booked labor by activity
Breakup kits
Build kits
Bulletin board notices
Bulletin history
Bulletin setup
Calibration analysis
Calibration due report
Calibration record report
Calibration reverse traceability
Call Center
Call Center setup
Call Center WO
Calendar groups
Capital request categorization codes
Case management
Case management report
Case management tasks
Categories
Calibration results
Caller login
Campaigns
Change notices
Closing codes
Cloud service requests
CO2 analysis
Compatible units accounting codes
Compatible units fixed asset codes
Compatible units library
Compatible units overhead codes
CU estimates
Contractor portal
Cost summary by project and area
Create service request
Capital planning requests
Customer service portal
Chart setup
Classes
Classes and custom fields
Closing periods
Condition score matrix setup
Configuration manager
Configuration manager - export
Configuration manager - import
Contact information
Contract classes
Facilities
Closing code hierarchy
Rooms
Vehicles
Customer contracts
Reservations
Customer request
Contract templates
Customer invoices
Work orders hospitality
Customer survey results
Work orders healthcare
Incident requests
Crystal Clear report status
Cost codes
Custom fields
Customer invoice detail
AMS-Customer invoice lines overview
AMS-Customer invoices
Reservation requests
Customer surveys
Customers
Daily trade schedule
Databridge setup
Data warehouse run log
Data Lake upload setup
Data warehouse run parameters
Dataspy
Decay curves
Digital Work home setup
Dispatch setup
Properties healthcare
Systems healthcare
Delinquent PM summary report
Delivery addresses
Departments
Document repository requests
Documents
Downtime tracking report
Electronic records
Electronic records for lockout/tagout
Electronic records for permit to work
Electronic records for safety
Email notification setup
E-mail templates
E-mail viewer
Employee productivity report
Employees
Energy Star
Energy Star message viewer
Energy Star ratings chart
Enterprise organizational hierarchy
Enterprise search setup
Equipment class definitions
Equipment configuration
Equipment costs by ranking chart
Equipment details report
Equipment evaluation
Equipment generation
Equipment history drilldown
Equipment list detail - healthcare
Equipment operational status
Equipment overview 360
Equipment performance by cost chart
Equipment performance by downtime chart
Equipment planning report
Equipment profile report
Equipment reservations detail report
Equipment setup
eRecords setup
Event log type filter
Export configuration
Extensible framework JavaScript
Failure mode control strategy setup
Screen setup
Fleet billing report
Fleet bills
Fleet billing codes
Fleet cost code search and replace
Fleet customers
Fleet vehicle tickets
Fleet markup codes
Fuel issues
Fleet configuration
Fleet vehicle tickets
Fleet markup codes
Flex Python
Fuel receipts
Fuel
Fuel physical inventory
GAS index analysis - hospitality
GDPR administration
GDPR compliance - caller
GDPR compliance - contact
GDPR compliance - employee
GDPR compliance - supervisor
GDPR compliance - user
Generate enterprise search definitions
Generate production requests
Generate/release WOs
GIS maps
GIS maps search (REST)
Global text changes
GL accounting setup
GL process schedules
Greenhouse gas
Grid designer
Hazards
Held items to stock transfer
Held items transfer
Import configuration
Inbox codes
Databridge transactions
Install parameters
Install parameter setup
Integration configuration
Isolation points
Job plans
Job setup
Key list-details report
Key management
Key management per equipment structure report
Key transactions report
Kit templates list
Knowledge Base articles
KPI codes
KPI/Inbox usage report
Labor required per day or trade
Languages
Linear direction setup
List of all PM schedules
List of budget structure codes
List of budgets (lower level)
List of budgets (top level)
List of categories per class
List of classes
List of HxGN EAM codes
List of debit discounts
List of documents
List of electronic records
List of equipment
List of equipment details
List of existing contracts
List of expired kits
List of functions
List of inspection results
List of invoices
List of kits
List of nonconformities
List of outstanding requisition items
List of permit issues
List of PM schedules
List of PM work orders report
List of points to be inspected
List of purchases under contract
List of stock
List of tampered records
List of WOs for project
List of WOs bypassed due to nesting
Locations
Locales
Lockout box
Login
Log files
Lots
Long term WO list
Maintenance patterns
Manufacturers
Materials setup
Mean time between failures
Mean time between failures per equipment
Mechanic's workbench
Menu structure and permissions
Medical equipment work orders by criticality
Meter based PM due report
Meter history
Meter reading
Meter replacement
Methods
Mobile devices
Mobile equipment
Mobile entities setup
Mobile permit to work
Mobile work orders
Monitored data
Monthly usage trends
Monthly part usage chart report
Monthly scheduling details
Data conversion
Selecting options for data conversions
MP2 conversion options - step 1 of 13
MP2 conversion options - step 2 of 13
MP2 conversion options - step 3 of 13
MP2 conversion options - step 4 of 13
MP2 conversion options - step 5 of 13
MP2 conversion options - step 6 of 13
MP2 conversion options - step 7 of 13
MP2 conversion options - step 8 of 13
MP2 conversion options - step 9 of 13
MP2 conversion options - step 10 of 13
MP2 conversion options - step 11 of 13
MP2 conversion options - step 12 of 13
MP2 conversion options - step 13 of 13
MP2 work orders
MP2 work requests
MP2 purchasing
MP2 quotations
MP2 inventory transactions
MP2 meter readings
MP2 SPM readings
Multi-org security
My account
Nonconformities
Nonconformities analysis chart
Nonconformities setup
Nonconformity observations
Nonconformity types
Notebook
Objectives
OEE metrics report
Open service requests report
Operator checklist
Optimized scheduler setup
Organization overview 360
Organizations
Overdue vehicle issues/returns list report
Overview
Packages
Databridge partners
Penalty deduction detail
Penalty deduction summary
Permit to work
Databridge partner job schedules
Part condition template
Part warranty claims
Performance formulas
Permit to work setup
PM completion for life support equipment
PM repair costs chart
PM due overview report
Precautions
Print contract
Print customer contract
Print hospitality work orders
Print notebook report
Printers
Proof of delivery
Properties
Providers
PO history
PO terms
Point types
Print PO
POs awaiting invoicing
PO status
PO cost summary
Project budget code cost summary
Project budgets
Projects
Project cost breakdown
Project cost summary
Project POs
Pricing variance
Print purchase order
Purchase history per PO/supplier
Purchase orders
Purchasing contract text
Purchasing clauses
Purchasing contracts
Purchasing setup
Print work order - comprehensive
Print customer contract
Print customer charges
Print invoice
Print healthcare work orders
Permits for WOs
Part failures
PM compliance
PM forecasting
PM schedule profile report
PM work packages
Part number history
Print reliability survey report
PO updates
Print Flex business rules list
Print build kit list
Print kit restock list
Policies
Service request portal login
Print work order - healthcare
Print asset inventory list
Project summary chart
Part stockouts report
Python Studio
Queries
QR codes setup
Ranking history chart
Reliability calculations
RCM equipment at risk report
RCM potential yearly savings report
RCM risk levels report
Reliability growth
Request discount based on purchases
Regions
Report organization structure
Reports
Reservation calendar
Response time by department report
Review reservation requests
Review operator checklist
Ring list - detail report
Risk matrix report
Risk matrix setup
Roles
Root cause analysis
Safety matrix
Screen designer for Digital Work
Screens
SDx integration configuration
Sensors
Service categories
Service problem codes
Service requests
Service requests by department report
Service requests report
Service requests by service category report
Service requests by service code
Service requests by service code report
Service requests by type report
Service requests by status report
Service request overview report
Service request portal
Service request status summary by type report
Sets and consists
Databridge setup
Short customer invoice
Start Center
Start Center
Standard crews
Standard work order frequency report
Status change authorizations
Stock to held items transfer
Supervisor dispatch overview
System codes
Top 10 service requests
Top 10 breakdowns report
Databridge message status
Databridge outbound events
Conditions
Findings
Formulas
Inspection route report
Shutdowns
Meters
Positions
Systems
Blanket order list
Blanket orders
Calibration equipment
Calibration history
Capital performance evaluation
Child equipment replacement
C02 emissions
Credit cards
Equipment depreciation
Equipment hierarchies
Equipment history
Fault-trend analysis
GAS index analysis
Warranty claims report
WO cost by equipment
WO cost by type, cost code, or dept
WO cost summary
WO cost of equipment per location
Cost of WOs per equipment
Table of equipment with custom fields
Equipment details
Equipment transfer log
WO cost summary chart
Clauses of contract classes
Invoice allocations
Invoice lines per buyer
Invoice vouchers
Quotations
Requests for quotations
Blanket order list
Approved POs awaiting delivery
Request for quotation
Quotation summary
Request for quotation summary
Consignment activity
Review requisitions
Generate POs
Commodities
Non-PO receipts
Currencies
Part hierarchy codes
iProcure vendors
Issue/return parts
SSO configuration
Store-to-store issues
Manufacturer part numbers
Parts
Pick tickets
Part inspections
Physical inventory
Internal repair receipts
PO receipts
Reasons for return
Generate requisitions
Part requisitions
Requisitions
Supplier returns
Store-to-store requisitions
Stores
Quick store-to-store transfer
Store-to-store receipts
Suppliers
Supplier part numbers
Tax rates
Tax codes
Tax rate types
Print requisition
Calculate Economic Order Quantity (EOQ)
Purchase history per item/supplier
Inventory standard
Print pick ticket
Stock issues history by part
Goods received noted
Parts currently reserved/allocated
Goods return note
Return summary
Physical inventory discrepancy
Stock value listing by part type
Stock transactions
Transaction type
Profiles
Prompt machine
VMRS activities
Print customer contract
Expired warranties
Hours needed for task plans
Revision control history
Revision control approval
Review work requests
AMS-Pricing schedules
Book labor by employee
Batch meter readings
WO load balancing
Crews
Depots
Deferred maintenance
Property information
Information requests
Production requests
Permits
PM forecasting
PM plans
PM schedules
Work order quick close
Qualifications
Release PMs
Routes
Revision control setup
Service codes
Shifts
Standard WOs
Supervisors
Task plans
Tools
Trades
Short term WO list (activities)
Daily hours worked per employee
Short term WO list (WOs)
Material requirements analysis
WO on-time delivery by employee
WO on-time delivery by trade
Qualification expiration report
Qualification requirement report
Scheduled activities
Scheduled vs. actual - detail
Schedule attainment
Shift employee
Resource load graph
Vehicle ticket report
Future maintenance cost
Print short WO cards
GL values
Flex business rules
GL references
Monitor interface
GL process definition
Equipment rankings
Safety work order report
Strategies
Temperature analysis chart
Total annual energy use
Units of measure (UOM)
Unreturned cores
User defined screens
User group configuration
User groups
User IDs
My service requests
Vendor lead time report
Views
EMRS codes
Warranties
Warranty claim vs. settlement chart
Warranty claims
Web service prompt engine
Web service prompts
Weekly booked hours by department report
WO daily scheduling
WO dispatch
WO quick entry
WO scheduling
WO updates
Work by employee
Work order repair costs chart
Work orders
Work requests
Work setup
Workflow approval
Workspaces
Workspace moves
Workspace moves and associations list report
Safety review required
Service request chart
List of work orders
Print maintenance pattern report
WO aging
Tool usage
Total service requests report
Top 25 service requests - details report
WO cost list
WO statistics
WO backlog report
VMRS activities chart report
VMRS activities
CO2e emissions by greenhouse gas
Cost summary by transaction data
Vehicle rental history report
Print physical inventory list
Print permit to work
Glossary
ABC analysis
absolute
accounting code
active layer
additional charge
address alias
adjustment
alert tolerance
archive
asset
black swan
budget
buffer layer
building maintenance program (BMP)
bulletin board
bulletin board notice
calibration
call center
campaign
campaign event
capEx
change notice
charge definition
checklist
clause
compatible unit
compatible unit accounting code
condition
confined space
consequence
consequence category
contract
contract item
contribution %
contribution total
cooling degree day
core part
CU design project
CU estimate
CU standard rate
customer charge
customer contract
customer contract - work
customer invoice
customer rental
customer request
dataspy
decay curve
decision tree
default set
degree day
degree day reference point
depreciation
design corrosion rate
deviation
device tolerance
equipment
equipment ranking
failure mode
fields to remember
fixed charge
FMECA
fraction slider dimensions
fugitive gas
functional failure
general ledger
GIS
hazard
heating degree day
HIPAA confidentiality
incident request
increment
install GL
instrument type
integer slider
isolation block
isolation dependent block
isolation main
isolation point
kit
knowledge base
lockout/tagout
lockout box
loop
maintenance pattern
Markov chain
maximum slider value
metric fraction slider
minimum slider value
MTBF
MTTR
nonconformity
normalization value
O & M GL
objective
OEM site/system ID
output
output range
percentage
permit to work
piping class
policy
power factor %
precaution
precision
probability
process range
process tolerance
QR code
ranking index
ranking score
ranking survey
RCM
regulatory account
reliability ranking
remove GL
replicable CU design project
right of way
risk analysis
risk assessment
risk level
risk matrix
route
salvage GL
segment
sequence
set
sets and consists
span
span length
standard
standard sheet
statement of conditions
strategy
target
test point
test point range
trace
UMDNS code
vintage year
work point
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